Smart Money Moves Before Year-End Part 1 - The Big Picture: Your Year-End Money Checkup

It’s time for your money’s annual checkup — and no, there’s no waiting room or copay required. In this first episode of our Smart Money Moves Before Year-End series, Shari walks you through a four-part year-end audit to help you see exactly where your money went, what worked, and what needs a little TLC before the clock strikes midnight on December 31st.

You’ll walk away with:

• A clear picture of where your money actually went this year
• One spending category to rein in before January
• A strategy to finish the year saving smarter (not harder)
• A confidence boost that comes from knowing exactly where you stand

Because your future self doesn’t need another “I’ll figure it out in January.” She needs clarity — and that starts today.

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