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Mid-Year Money Review Checklist

MID-YEAR MONEY Review Checklist Now that we're halfway into the year, it's time to take out the magnify glass and do a careful check on your finances. If you've come to find that your money goals have been derailed, get back on track for the rest of the year. Here's a handy list of things you should check in on: $. O YOUR BUDGET What changed this year? How can cut back on spending? $4 O PAYMENT DUE O YOUR EMERGENCY FUND DATES Set aside raises, bonuses and extra income until you have six months' living expenses. Many credit cards allow you to set a due date that works for you. O RETIREMENT SAVINGS Increase your contribution every year, and every time you get a raise. O WINTER FINANCES Start planning now for holiday travel, gifts, and a spike in your utility bills. ΤΑΧES Make charitable contributions to lower your tax bill. If you have a financial advisor, set up a mid-year meeting to discuss tax-loss harvesting and other strategies. GARAGE SALE REWARD O INCOME O FUN Find ways to earn extra cash. Enlist the help and creativity of the whole family. Plan inexpensive local fun, or save your rewards points for family trips. O CREDIT TERMS Review your credit card fees and APRS. Dump expensive cards that don't provide value, and look for balance transfer offers to help you get out of debt sooner. FA- 712 - 688 O YOUR CREDIT REPORTS Get your free credit reports from and compare them to your free credit report card on Credit Sesame. Check for errors and request correction if you find any. O YOUR CREDIT HEALTH Log into your Credit Sesame member dashboard. Use our tips to improve your credit health. Monitor your progress paying off debt. See what money-saving offers may be waiting for you. LOGIN BROUGHT TO YOU BY: credit sesame

Mid-Year Money Review Checklist

shared by milkwhale on Nov 27
Mid-Year Money Review Checklist - here's a handy list of things you should check in on




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