For many, the holiday season marks a time of festivities, gift exchanges and time off from work. But as one year comes to an end and the next approaches, this is also a great time to get your finances in order.
"It's a time of planning for going forward," Krawcheck tells CNBC Make It. "We see a lot of people, often over the Christmas holiday, but certainly early in the new year, taking stock of where they are on their personal finances and investments."
Here are three things Krawcheck says you should do to be financially successful as you prepare for 2018.