Give Your Finances Some TLC Before We Enter 2023
We are quickly approaching 2023; can you believe it? While we’re all busy spending time with loved ones during the holidays, take some time to look over your finances so you can enter the new year on the right foot. Here are four ways to give your finances some TLC before the end of 2022.
doing your future self a huge favor by contributing funds to help you with your retirement goals. You can even begin looking into how you can increase your 401(k) by 1% to help you maximize your savings in the new year. 3. TOUCH BASE WITH YOUR PARTNER. The end of December is a great time to chat with your spouse about your financial goals. Did you accomplish your yearly goals for 2022? What can you improve in 2023? Having these open conversations with your partner about each other’s goals will help you hold one another accountable and ensure you’re both on the same page.
there any life events or changes that need to be addressed in your plan? Take the holidays as an opportunity to speak with your loved ones and see if you need to update anything in your estate plan. Frequently reviewing your plans will save you and your family from additional stress and financial hardships in the future. If you would like to review your financial, retirement, and estate planning goals, allow your friends at DuPont Wealth Solutions to assist you. Our team will ensure everything is in order so you can start the new year off right. Now is the perfect time to review your plans and see if anything needs to be adjusted. So, call us today — we will be happy to help.
1. DONATE .
It’s the season of giving! Donating is a great way to give back to your community. You can write off those contributions if you itemize. Be sure to fill out Form 8283 to track how much you contributed so you will be eligible for a tax write-off. 2. ADD FUNDS TO YOUR RETIREMENT ACCOUNT. If you have extra cash accumulated throughout the year, add it to your retirement accounts. You will be
4. REVIEW YOUR ESTATE PLAN. Whenever you gather with family,
one conversation will always occur — discussions about the family. Were
SUDOKU
NO-BAKE PEANUT BUTTER SNOWBALLS
Inspired by TheFoodieAffair.com
This year-round treat is the perfect dessert for any holiday party. Since you don’t need to worry about a hot oven, it’s a great recipe to make with the whole family — including the little ones!
INGREDIENTS
1 cup powdered sugar
3 tbsp softened butter
•
•
1/2 cup creamy peanut butter
1 lb white chocolate candy coating
•
•
1. Line a cookie sheet with parchment or wax paper. 2. In a medium bowl, combine powdered sugar, peanut butter, and softened butter. Mix until evenly combined. 3. Shape the mixture into 1-inch balls and place them on the lined cookie sheet. Chill in the refrigerator for 30 minutes or until firm. 4. In a microwave-safe bowl, melt white chocolate candy coating in increments of 30 seconds, stirring occasionally until smooth. 5. In the same bowl, use skewers to dip peanut butter balls into the chocolate before placing them on a lined cookie sheet so they can harden. 6. Chill until ready and then serve! DIRECTIONS
Wealth Solutions www.DuPontWealth.com | Law Office www.DandBLaw.com | 3
Made with FlippingBook Ebook Creator