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Personal Finance

3 Year-End Financial Moves to Make


To achieve your financial goals in 2024, there are some things you need to do before 2023 ends. These smart financial moves include funding your retirement accounts, preparing for tax season, and planning for the new year.

To discuss the three things you need to do before the end of the year and why they will impact your finances, Sarah Bumgardner, AAFMAA Director of Partnerships and Member Engagement, spoke with Danielle Nuxoll, AAFMAA Wealth Management & Trust LLC’s Senior Relationship Manager. An expert on helping servicemembers and their families understand how they can have financial freedom, Nuxoll guides military families through transition from military service and second career retirement, and works with clients to develop wealth management solutions to help them realize their personal financial goals. Nuxoll earned a Bachelor of Science in Business Statistics and a Certificate in Leadership Studies from The University of Iowa and is pursuing the Certified Financial Planner® designation. She is a military spouse and has two daughters.

To learn more about how to start 2024 on a firm financial footing, watch the discussion below.