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Podcast: The Valley Today
Episode: Financial Tips for 2023
Description: It was a great conversation today with Karen Poff where she shared her personal financial checklist for wrapping up the year. Karen manages the Northern Shenandoah Valley Financial Education Program through Virginia Cooperative Extension. She explained why knowing where you stand financially at the end of the year is important and she gave us some advice for making tax time a little easier. Her personal financial checklist includes reconciling your accounts, calculating your net worth, and downloading statements, receipts, and purchase histories from the year. She also recommends checking your beneficiaries for your various accounts to be...