Ways To Wealth

Annual Financial Checklist

24 Important Financial Tasks To Do Each Year

• January

• Set your financial goals.

• Set your career goals.

• Febuary

• Review your expenses.

• Review your credit report And credit score.

• 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.

• Increasing your savings rate.

• November

• Review your beneficiaries.

• Plan your health expenses.

• December

• Rebalance your portfolio.

• Give.