 TITLE: Organize Your Finances With Our Year-End Financial Checklist CONTENT: Review Your Retirement Accounts and Other Investments\n-----------------------------------------------------\n*   If you aren't already contributing to an employer-sponsored retirement plan such as a 401(k), sign up and set up automatic monthly contributions from your paycheck.\n*   If you do contribute to an employer-sponsored retirement plan, try to contribute the maximum allowable amount. At minimum, contribute enough to maximize any employer matching contributions your company makes.\n*   If you're over 50, take advantage of catch-up contributions to retirement plans.\n*   If you have a 401(k) plan from a former employer, make a plan to roll it over into a new retirement account.\n*   Once your employer-sponsored plan is maxed out, consider opening another retirement account such as a traditional IRA or Roth IRA.\n*   Review your investment results over the past year and rebalance your portfolio if needed.\n*   Make sure all your investment and retirement accounts list the correct beneficiaries.\n*   Set up an online Social Security account to estimate your expected retirement benefits and help with retirement planning.\n*   If you have children, consider setting up a 529 plan to fund their college educations. END