Back-to-school season is here, and you don’t have to be a student to take advantage of that feeling of renewal. This is the perfect time to open a fresh notebook, review your finances and make a plan for the rest of the year. Review Your Year: Fall Financial Reset Get started by taking stock of where you are right now. Look back at your spending, saving and investments from this year, and note Continue Reading
Fall Checklist for Financial Wellness
Even as an adult, that back-to-school energy can make you want to buy a fresh notebook and get organized. So why not embrace it? The last few months of the year are often some of the busiest, so now is a perfect time to get prepared and check off some important tasks before your schedule gets too overloaded. Financial Fall Checklist: Prepare for upcoming expenses For many people, the last Continue Reading
Organizing Your Fall Finances
The final months of the year can be busy, chaotic and overwhelming – but they don’t have to be. With some advance preparation, you can enjoy the fall and holiday seasons and feel like you’re on top of your fall finances. Look back at the year so far Take some time to look at your spending, saving and investments from the year so far. If you feel like you’re off track anywhere, keep that in mind Continue Reading