New Year’s Financial Checklist for 2024

Everyone wants to get the year started on the right foot so today we’re going to run through a checklist of financial items you need to address in 2024. We'll explore the nuances tax planning, share some tips for staying organized, and make sure you’re making the most out of your retirement contributions in the coming year.

Staying on top of your overall financial health will give you the opportunity to make adjustments before it’s too late and help you stay on track to reach your retirement goals.

Here’s some of what we discuss in this episode:

• Are you withholding the right amount of money from your paycheck?
• What you should think about with your retirement account contributions.
• Tips for gathering all your info for this year’s tax filing.
• Now is a great time to assess your overall financial health.

Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/ 

Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin