As you wrap up presents this holiday season, you might also want to consider wrapping up some financial loose ends. Such as? Today’s article outlines some year-end financial housekeeping tasks to consider, whether you’re retired or aim to be retired someday. For more – including “a tax strategy for diversifying big positions” – CLICK HERE.
![](https://www.zenmoneynews.com/wp-content/uploads/2023/04/003-grizzly-bear-on-new-york-street.jpeg)