Your Year-End Financial Checklist: Smart Planning Moves to Finish the Year Strong
Katie Calabria
October 2, 2026
In this checklist, Katie Calabria, CTFA, Senior Client Service Manager at Howe & Rusling, outlines practical year‑end planning steps covering retirement contributions, tax planning, investments, and estate planning considerations. Even small, thoughtful actions today may help set the tone for a more confident year ahead.