Life Kit: Money
Start a financial self-care routine
Aug 15, 2023
Learn about the importance of developing a financial self-care routine, setting financial goals and staying on top of annual financial tasks, analyzing rate of return and adjusting portfolios, minimizing expense ratios and managing finances, and prioritizing self-care for financial success.
15:58
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Quick takeaways
- Conduct an annual check-in to review tax withholdings, update insurance plans, monitor investment accounts, and obtain a free credit report.
- Pay bills on time, keep a buffer in your checking account, review bank and credit card activity, and practice daily self-care habits for financial well-being.
Deep dives
Annual Financial Check-In
One important aspect of financial health involves conducting an annual check-in to ensure you're on track with your goals. This includes reviewing your tax withholdings, updating insurance plans, checking your investment accounts, and ensuring you're taking advantage of any available benefits. Additionally, obtaining a free credit report from each credit bureau annually can help you monitor your credit and address inaccuracies.
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