How’s Your Money Smart Checklist?

It can be challenging to keep up with the laundry let alone your finances. But people who succeed with money always make the time. Here’s a short list of things that you should prioritize and get done within the next 6 months.

  • Update your will. If you don’t have a will, get one. Life is always changing and your will should be updated too.
  • Review your investment portfolio. Are you on track for retirement? Have you started saving for your child’s education? How are your investments performing?
  • Life Insurance. Do you have the correct coverage? Is it enough? Do you even need it?
  • Debt repayment. Have you made any progress? What’s your plan to get out of debt?
  • Mortgage. Buying a house? Renewing your mortgage? Have you been shopping around for a good rate? Is your house payment within your budget?

This is just of sample of things that you should be doing to succeed with money.

Debt repayment, wealth building or general advice.