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An annual financial checkup done by you is always a good idea. Financial advisors definitely have their place in helping us reach our financial goals, but there’s a lot you can do yourself so you know and understand your financial position. The purpose of the annual financial review is to help you reach your financial goals. Do you want to retire early? Do you want to pay down debt? Do you want a new car? A self-administered financial checkup can help answer these questions.
Steps for an Annual Financial Check Up
Posted from bit.ly
Military Career
Civilian Career
Finance
Budget
Retirement
Posted >1 y ago
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Great advice LTC Chad Storlie! If most people do any of this at all, they do it once and consider themselves golden. Some of these I would even suggest more than annually like reviewing a budget.
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