30 Money Moves to Make in 30 Days

What money moves should I be making before the end of the
year?


One of the fun parts of being a financial planner is getting to
field and answer questions from clients and readers all around
the country. In these Work Your Wealth episodes I'll be taking
time to address and answer questions I've come across from
readers and clients throughout my career. Today I'm answering the
above question. 


HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


Why you should be reviewing your budget each year

When’s the last time you looked at those goals of yours

Did you know there are new retirement contribution limits for
next year

What to look for during your insurance policy review

How much you should be stashing away in your emergency fund

Automation, Automation, Automation

Unique ideas on how to pay off debt early and how it affects
your finances

Should you rebalance your portfolio

FSA: Use it before you lose it

Can you take advantage of tax harvesting

Here’s a good idea for a date night with your partner

What to look for when checking your credit report

Where you can be optimizing your taxes before yearend

Some bad habits that could be hurting you financially

Review your paycheck. Do you know what you’re looking for

Do you need an estate and is it in order

How to check in on your financial progress

Treat yourself…Responsibly!

Talk to your financial planner or set up an appointment



LINKS WE MENTIONED ON THE SHOW:


30 Money Moves in 30 Days Blog Post

Free Credit Report

How to Analyze Your Paycheck Blog Post

How to Analyze Your Paycheck Podcast