Five Financial Moves to Make as Year's End Approaches

Now’s the time to review where you are and where you’re going, wrap up remaining goals for 2023 and think about what you want to accomplish in 2024.

A clock shows 2023 at about 11 and 2024 after noon.
(Image credit: Getty Images)

Autumn is the time to finalize year-end plans and make smart moves in your investment accounts, tax strategy and workplace benefits — including any equity compensation you hold from your employer.

Year-end planning looks a little different for everyone. It’s important to give yourself a moment to review where you are in your current financial life, decide how you want to wrap up any remaining goals for 2023 and set yourself up for what you want to accomplish in 2024. Consider adding these five important steps to your year-end checklist to help you stay on track:

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Kate Winget
Managing Director, Chief Revenue Officer for Morgan Stanley at Work, Global Equity Solutions

Kate brings more than 20 years of experience in financial services, technology and benefits. Prior to joining Morgan Stanley, Kate held management and elevating leadership positions at several financial service institutions, including E*TRADE, First Republic Bank and PNC focused on B2B, B2C and B2B2C lines of business.