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GOBankingRates
Laura Bogart

The End-of-Year Money Checklist Every Middle-Class Family Should Do, According to a Financial Planner

Anna Ostanina / iStock.com

The end of the year is a busy time for any middle-class family. There’s preparing for the holidays, protecting your kids against the seasonal crud, and gearing up for the financial challenges and opportunities of the new year. But getting everything in order financially can feel like just another stressor — especially if you’re not sure where to start.

A simple checklist can help. After all, you use lists to manage everything else in your household, from grocery shopping to chores to getting everyone to their activities on time. Why not use one to get your financial affairs in order as you move into the new year?

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