10/09/2026
You have enough stress in your life. You don’t need more as the year comes to a close.
Here are 6 key financial moves to reduce it.
1. Rebalance your portfolio and review asset location.
2. Check your retirement contribution pace.
3. Run a tax projection (when was the last time you did that?).
4. Put cash and debt to work more deliberately.
5. Prepare for employee benefit decisions.
6. Review estate documents before there is an emergency.
Ask yourself: Has anything changed in the markets, my finances or my life that should change what I do next?
Asking that question now, rather than in December, can lead to better decisions and less stress in the year-end.