video1.0<iframe src="https://www.loom.com/embed/986d3f2adcde48b585b72d88b7e442e2" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/986d3f2adcde48b585b72d88b7e442e2-0a1ea83fd5e3a149.gif1855.1In this training, I shared essential year-end financial moves that can save you money and reduce stress as we head into 2026. We discussed the importance of checking your retirement contributions, understanding tax-loss harvesting, and reviewing your withholdings, especially if you have bonuses or RSUs. I also highlighted the benefits of charitable giving and suggested using a donor-advised fund for tax efficiency. As an action step, I encourage you to confirm your contributions across all accounts, evaluate your giving strategies, and if you're self-employed, review your taxes and retirement strategy before the year ends. If you need help navigating these moves, I invite you to schedule a money map session with me for personalized guidance.