• Maximize your 401(k) contributions. 
• Contribute to an IRA. 
• Fund your HSA. 

Give to Charity 

• The last day to contribute to a non-profit organization of your choice is December 31, 2021.

Estate Planning

• To round it all off at the end of your financial checklist, take some time to review your estate documents. Your estate represents the culmination of all the hard work and sacrifice you’ve made your entire life, and to make it all worthwhile, think of how you’d want your assets to be passed on to the next generation.
• Determine ownership of assets (including real estate) and beneficiary designation
• Take note of where your estate planning documents (wills, trusts, durable power of attorney, etc.) are located
• Review estate planning documents to make sure they are accurate and current

Dec. 18: Major Discount Shopping Day (Super Saturday)

Have a conversation with your Intelligent Investment Management Advisor with any questions about your financial end of year plan: Make an appointment here

From the team at Intelligent Investment Management, LLP