Looking to make the most of your finances before the new year? Senior Financial Planner Alex Menassa, MT, CPA, JD from Szarka Financial shares essential end-of-year financial tips to help you prepare for 2025.

In this video, you’ll discover:

✅ How to consolidate your cash accounts for better management

✅ Why maximizing your 401(k) match is critical (and how to do it)

✅ Simple investment strategies to keep your money working for you

✅ Tax-advantaged savings options to consider before December 31st

Whether you’re planning for short-term goals or long-term wealth building, these actionable insights will help you take control of your financial future.

📞 For more personalized advice, contact Szarka Financial at 440-779-1430 or send us a message

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Interview originally aired December 3, 2024.