Year End Financial Planning 2025

End the year strong with smart 401(k) and financial planning moves. In this short video, we walk you through key year-end planning tips to help you review your goals, maximize retirement savings, and identify tax-smart opportunities before the calendar turns. 
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You’ll learn:

• How to review last year’s goals and set realistic priorities for the year ahead 
• Ways to maximize 401(k), IRA, and HSA contributions and plan for next year’s limits
• How auto-escalation can help you save more over time
• Tax planning considerations like charitable giving and tax-loss harvesting
• Why reviewing insurance coverage annually can save money and reduce risk

A few small steps before year-end can make a meaningful difference over time. Start by watching the video, and if you’d like help turning ideas into action, a Bayntree advisor is here to help you map out a plan for this year and beyond.

🎯 Are You on Track for Retirement? Take Our Free Quiz to Find Out

📞 Schedule a Call With a Bayntree Financial Planner to discuss your 401k or check out the other tools we discussed in this video

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