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.

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