👴👵 A Year-End Financial Planning Checklist for Retirees (AARP Article)

[Winter2025VA]

FROM THE ARTICLE.

Start 2026 on the right financial foot by taking these steps now.

By Cameron Huddleston, AARP. Published December 22, 2025.

As the holiday season kicks into full gear, retirees can find themselves juggling more than gift lists and travel plans. Another set of to-dos beckons: end-of-year financial tasks.

Yes, even in retirement, when your calendar is supposed to be flexible, there are important money moves to squeeze in between decorating cookies with grandkids, gathering with friends and family, and enjoying the festivities of the season.

USE LINK BELOW TO READ THE ARTICLE.

https://www.aarp.org/money/retirement/year-end-financial-checklist/