In the financial planning world, year-end is an important time of year. The end of the secular year typically coincides with certain deadlines. It is also a great opportunity to set the stage for a financially successful new year. L’havdil, it’s like Rosh Hashana on the Jewish calendar, with people setting goals, tying up loose ends, and preparing for the year ahead. Below is a list of 20 items to review, and potentially implement, before 2024.