What financial steps might tech professionals take in December? Options might include: make year end retirement contributions, update resume and career plan, harvest tax losses or gains, review Social Security statement(s), and update 401(k) contribution rate.

What financial steps might tech professionals take in November? Schedule a vacation, harvest a tax loss or gain, give to charity, buy holiday gifts, and rebalance investments.

What financial steps might tech professionals take in October? Perhaps: evaluate stock purchased with the Employee Stock Purchase Plan (ESPP), book holiday plans, complete open enrollment, update beneficiaries and estate plan, and plan year end health expenses.

What financial steps might tech professionals take in September?

• Select employee stock purchase plan contribution percentage

• Book Thanksgiving plans

• Start benefits and insurance review

• Replenish emergency fund

• Schedule remaining Paid Time Off (PTO)

Smart August steps for tech pros - shop school supplies, take a break, review investments, submit care expenses, and check your Financial Independence plan.

Smart July financial steps for tech professionals could include: check credit reports, rebalance investments, take summer breaks, and submit dependent-care reimbursements.

A guide for tech pros through June money moves - enjoy end-of-school celebrations, replenish your emergency fund, plan summer trips, and submit dependent-care reimbursements.

Smart May financial steps for tech pros can include - review tax withholding, revisit your goals, check debt balances, boost education savings, and book fall PTO.

Smart April financials steps for tech professionals could include tax prep, rebalancing investments, evaluating stock purchases, topping off emergency fund, and planning refunds.

Smart March financial steps for tech professionals could include - choosing ESPP contribution, plan major purchases, finalize last-year contributions, prep taxes, and book summer PTO.

Key February moves for tech pros - like prepping taxes, saving bonus or raise, accepting your RSU grant, and rebalancing your investments.