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5 Tips for Managing Your Year-End Finances

With the holiday season shifting into full swing, finding the time to focus on your finances can be a challenge for many people. However, as the clock winds down on 2016, there are several important steps you may want to consider to help minimize this year’s tax bill. Scroll down for more details on actions you may want to take before year-end.  

Don’t Ignore Benefits Enrollment Season

Fall means open enrollment season—an opportunity to adjust your benefits elections prior to the start of the New Year. Yet surveys often reveal that many employees are not fully aware of all their employer-provided benefits and don’t take full advantage of them.

To ensure you are not missing out on valuable benefits, be sure to participate in your employer’s open enrollment period this year. This is your opportunity to sign up for benefits or adjust your current plans and coverage amounts. Here are a few important benefits to consider.

Time to Revisit Your Annual Financial Goals

Before the busy holiday season arrives, I recommend taking some time to reexamine your finances. Here are five steps you can take to improve your financial picture before year-end.

Top 3 Financial Planning Tips for Life Science Professionals - When Change is in the Air

In the past year, the demand for new talent within the life sciences sector has substantially increased due to industry advancements and various state-sponsored programs aimed at building and retaining the life sciences sector in Massachusetts. In this ever-changing environment top professionals are finding tremendous opportunities for career growth. Changing positions is commonplace within the industry and these changes can be made for personal growth, increased compensation or simply because the opportunity is too good to pass up.  

Amidst change, it is essential to keep your personal and financial aspirations top of mind.  There’s more to a compensation package than just a base salary.

Here are three key tips to consider during your transition to help you avoid a financial pitfall.