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Annual Financial Checklist
Whether you're getting married, buying a house, having a baby, or want to retire early, use this annual financial checklist to help.
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.
This creates a private checklist in your account.