Filing taxes alone for the first time is a big deal. It can feel overwhelming at first, but you can get it done with a few simple steps. The key is to be as prepared as possible.

Here we’re sharing our best end-of-year financial planning tips to help maximize your benefits, investments and savings so you can set yourself up for greater financial wellness in the new year.

There are financial milestones in your 50s that are worth jotting down and checking off the list. Some are simple and some are more complicated.