In this episode of Living Richly with Curo, Anne and Atricia share seven essential financial moves to consider before the end of the year. From reviewing spending habits to maximizing tax-advantaged accounts, they provide practical steps to prepare for a strong financial start in 2026.

Here’s what they cover 👇

📝 Reviewing your 2025 spending and setting 2026 plans

🏦 Ensuring adequate cash reserves with competitive interest rates

🏛️ Maximizing contributions to retirement and health savings accounts

⚖️ Understanding tax loss and gain harvesting strategies

💊 Using flexible spending accounts (FSA) before year-end deadlines

🎁 Planning charitable giving with tax efficiency in mind

📃 Reviewing estate plans, insurance, and beneficiary designations

Stay informed and take proactive steps to close out the year thoughtfully and confidently.

Live richly!

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