Jan
19
Financial Weekend
ByUsually I do my financial weekend closer to the New Year, but it’s still January so I’m ok. In order to improve your financial well being and to simplify your life, you need to be honest about where you are right now. That’s what my financial weekend does for me.
This weekend:
- I updated Quicken to calculate my Net Worth. You can also use this calculator:
http://cgi.money.cnn.com/tools/networth/networth.html
- Checked our credit reports
- Got our Fico Credit Score
- Updated our Spending Plan
- We recently moved to a credit union to I added that money goes automatically to savings once a month
- Updated my debt reduction planner
- Set up this year’s tax folders and finance folders
Is all your financial info up to date? If not take some time the next couple weekends to update it.
You can find similar articles below
- What I Want to Finish Up from Last Year
- Create a Simple Spending Plan
- Get ready for the New Year weekend
- Upgrade Your Money Skills
- Debt Wake Up Calls
I switched over to Mint (on the web) for financial management this year. I am curious how that will work at tax time, which I’m just beginning to gear up for. I HAVE to be organized around finances, because I have not only our household’s but also my very elderly Mom’s and right after that will want to be involved in several nonprofit organizations’ tax filings (ALL nonprofits now have to file a Form 990 with the IRS — no matter how tiny the organization).