The End-of-Year Financial Checkup That Every Near-Retiree Needs to Do Now
Briefly

Performing a financial review at the end of the year can be highly beneficial for those approaching retirement, allowing individuals to adjust plans based on their current financial standing.
Estimating future expenses is essential in a financial checkup, especially if you have experienced changes like moving or refinancing, to prepare adequately for retirement.
Read at 24/7 Wall St.
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