Your Year-End Financial Vital Signs

Hey there,

Between holiday prep and year-end deadlines, financial tasks often slide to the bottom of the list. But I've observed that just 20 minutes of clarity now can help you enter January with confidence instead of stress.

Your Quick Wellness Check:

→ Scan what came in and went out—where did money flow this year?

→ Check your emergency fund—does 3-6 months of expenses feel right?

→ Peek at retirement contributions—maxing out your 401(k) for 2025? ($23,500 limit, or $31,000 if 50+)

→ Look for tax moves—any tax-loss harvesting opportunities before Dec 31?

One Reflection Question: "Did my spending generally align with what I value most?"

This single question might reveal where you want to redirect your financial energy in 2026.

If this check-in surfaces questions, let's talk. Reply to this email anytime—I'm here to help.

To your financial wellness,

Erica

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