Refreshing Your Financial Goals for the Fall

Refreshing Your Financial Goals for the Fall

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Now that you have been working on your finances for awhile, take a moment to review what you have accomplished, then see what else needs to be done and refresh your goals.

Where are you with your financial goals? Your main accounts should be well established by now: Checking, savings, emergency fund and retirement.

Insurance: Health insurance, car insurance & homeowners insurance should be in order. Now would be a great time to check insurance deductibles and coverages and be sure that no changes need to be made.

Automatic deductions: Since you have gotten used to saving, this would be the time to set up automatic savings withdrawals from your paycheck. This way you don’t even have to think about it. Savings on auto pilot!

Timing: You should check in with your finances on a quarterly basis and see how you are progressing towards your financial goals. Make any improvements that may be necessary.

Money saving tip: Review all home and car maintenance requirements. Make sure everything is ship-shape for the upcoming change in seasons. An ounce of prevention is worth a pound of cure!

Jennifer Streaks is a Financial Expert, Author & Pundit. Continue the conversation by following her on twitter @ JStreaks or visiting her website