How to Make a Financial Checklist for the End of the Year

While the merriest time of year in many ways, the end of 2022 can also be a stressful one for those worried about their finances. Nearly 60% of working adults who contributed the same or less to their retirement savings in 2022 say that inflation and higher costs of living kept them from saving more. So, what you do? Before preparing for Santa, make an end of the year financial checklist and check it twice first! Trevor Wilde, founder of the award-winning Wilde Wealth Management right here in Arizona, is discussing the most important items for your list. Learn more at