ANNUAL FINANCIAL CHECKLIST



Photo Courtesy: @tamera (IG)

From The Ways To Wealth


Here’s a practical 12-month checklist that will help you keep your finances organized and optimized.


JANUARY

Set your financial goals

Set your career goals


FEBRUARY

Review your expenses

Review your credit report


MARCH

Take on a money-saving challenge

Review your banking and investment fees


APRIL

Reevaluate your goals

Increase your savings rate


MAY

Spend your tax rebate wisely (or don't spend it at all)

Adjust your tax withholding


JUNE

Read a personal finance book

Do a mid-year clear-out


JULY

Reevaluate your goals

Increase your savings rate


AUGUST

Review your employee benefits

Shop for your insurance


SEPTEMBER

Evaluate your will and estate plan

Tackle another money challenge


OCTOBER

Reevaluate your goals

Increase your savings rate


NOVEMBER

Review your beneficiaries

Plan your health expenses


DECEMBER

Rebalance your portfolio

Give

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