Annual End-of-Year Financial Checklist

1.    Adjust your income tax withholding.

2.    Use up expiring funds in your flexible spending account for dependent care, transportation expenses, etc.

3.    Purchase over-the-counter medicines to use up funds in your healthcare flexible spending account.

4.    Use your 2009 annual insurance deductible.  If you have medical expenses, try to schedule the appointment before December 31st.

5.    Decide whether it is to your tax benefit to pay your property taxes is 2009 versus 2010.

Annual End-of-Year Financial Checklist