As the year winds down, it is a great time to check in on a few key items that can keep your finances on track. A quick review now can help you step into 2026 with confidence.
📌 Topics covered:
- Making sure your 401k contributions are on pace
- Using any remaining FSA dollars
- Reviewing gains and losses before the year closes
💡 Tip: If you are close to your 401k limit, consider adjusting your contribution percentage for your last paychecks. Small changes this month can help you reach your annual goal.
✅ Watch this quick video to learn three simple steps to take before December 31.
Money Moves with Maggie” features Maggie Shipley, our next-gen advisor at Argent Bridge Advisors. This is a monthly series tailored for Maggie’s audience of millennial/Gen Z next-generation investors. Each video provides quick, actionable insights to help the viewer navigate and optimize finances. Please invite your friends and family to tune in for bite-sized financial tips and insights that seek to empower the next generation of investors when making strategic decisions about their money.
Get to know Maggie and improve your financial literacy in just 1 minute each month! Are you ready to take action or make a move that leads to your financial success? We are always available to answer your questions about this topic, or any other topic regarding your wealth planning.
You can reach out to Maggie (maggieshipley@argentbridge.com) directly to discuss!
Maggie Shipley
NextGen Advisor & Financial Analyst
