Year end is 'absolutely a great time' to review your finances, CFP says: Here's what to do

cnbc.com/2025/10/04/key-financial-steps-for-the-end-of-the-year.html

Early in the fourth quarter is an ideal time to tackle some financial planning tasks that set you up for success for the rest of the year — and into 2026.
"It's absolutely a great time to do that," said Dan Moisand, a certified financial planner and director at Moisand Fitzgerald Tamayo…

This story appeared on cnbc.com, 2025-10-04 11:30:02.
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