6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
👉 Tip: Don’t forget to check your FSA or HSA by year-end.
✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments.
✅ HSA: Confirm you’ve taken advantage of your HSA.
Reach out if you’d like guidance on other year-end financial strategies.
See thrivent.com/social for important disclosures.
It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup.
Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing.
👉 If you’d like personalized guidance, let’s connect.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Give a Gift | IL ABLED🌟 Reminder for IL ABLE Account Holders 🌟
As we wrap up the year, don’t forget to maximize funding for your loved one’s ABLE account!
✅ 2025 annual contribution limit: $19,000 from all sources
✅ Contributions to an IL ABLE account may be tax deductible for Illinois residents
✅ Use the Ugift option to make it easy for family and friends to contribute—without risking benefits eligibility
Coordinate with others who may contribute and make every dollar count toward your loved one’s future! 💙
Learn more: https://illinoisable.com/give-a-gift.html
#ABLEAccount #FinancialPlanning #DisabilitySupport #ILABLEoes your child have an ABLE account? Have
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Abilities Expo 2025 was amazing! My child and I had the pleasure of working with IL ABLE to share ways his ABLE account has enriched his life. ABLE accounts are vital to the financial wellness of people with disabilities who rely on government programs for support to live a full life of maximum independence. At the Expo, Bradley also joined an adaptive dance session, and we visited vendors to learn about other products and programs.
[Photo L-R: Stephanie Kanter, IL ABLE Director, JJ Hanley, Deputy Chief Officer for IL Treasurer, Bradley Westmaas, college student, and me]
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