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A 2022 Financial Wrap-Up Checklist

A 2022 Financial Wrap-Up Checklist

| November 01, 2022
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The end of the year is the perfect time to tie up any loose ends with your finances and get ready for 2023. Here's a checklist to ensure you touch on the most important categories.

Work your way through it little by little, and give Team Treece a call if you have questions or feel any of these areas need more attention:

Personal finance

  • Review your budget and spending. Make adjustments to your categories as needed.
  • Review outstanding debt and set goals for paying it down.
  • Revisit savings goals and adjust them as you plan for big-ticket needs or wants. 


  • Review sales of any appreciated property.
  • Collect cost basis information on sold securities.
  • Review realized/unrealized gains and losses.
  • Check loss carry-forwards from last year.
  • Identify transactions that could improve your tax situation.
  • Have your tax advisor prepare a year-end tax projection.
  • Review potential deductions and credits.


  • Analyze Roth IRA conversion scenarios.
  • Max out 401(k) contributions.
  • Max out IRA contributions.
  • Open a retirement plan if you’re recently self-employed.



  • Revisit investment needs and goals.
  • Review asset allocation.
  • Review income and savings needs.
  • Discuss tax harvesting.

If you’d like to go through this checklist together, schedule a consult. We’re happy to find a time that works for you in the next few weeks. 

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