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Battling the year-end financial stress

A potent mix of regret and dread can make the final days of the year particularly stressful. Here are financial advisers’ tips to get back on track. 

    • Crowds of shoppers on Oxford Street in London, UK, on Dec 18, 2023. In the final days of the year, the stress from looking back on financial choices begins to collide with that linked to planning ahead.
    • Crowds of shoppers on Oxford Street in London, UK, on Dec 18, 2023. In the final days of the year, the stress from looking back on financial choices begins to collide with that linked to planning ahead. Bloomberg

    DeeperDive is a beta AI feature. Refer to full articles for the facts.

    Published Fri, Dec 29, 2023 · 05:00 AM

    ALL TOO often, it’s at the end of the holiday season when the money worries really start to sting.

    The gifts have been given and the gatherings have started to peter out. But in the slower stint between Christmas and New Year’s, the stress caused by looking back on financial choices begins to collide with that linked to planning ahead.

    “It’s almost like a hangover,” said Brandon Welch of Newport Wealth Advisors in San Diego. “You’re left in this kind of limbo where the fun is over and now you’re thinking about New Year’s, and resolutions are top of mind.”

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