1.) Go through your paperwork
3.) Download helpful apps to streamline your banking
4.) Check your credit report
5.) Update your budget and long-term financial plans
How about you all? Do you have any regular monthly, quarterly, or yearly steps that you take to ensure your finances are on track?
If so, what do you do and how do you keep from forgetting to keep up with it?
Share your experiences by commenting below!
Jacob’s Thoughts – Listed below are my random thoughts as I was reading this article.
- Lots of good tips in this article, and a fair few that I do myself!
- As far as going through my paperwork, in general, I tend to keep up with sorting and organizing that pretty well. About once a month, I sort through the papers that have accumulated in my “inbox” and file them accordingly in my personalized financial filing system.
- Online banking also really helps me to de-clutter my life of paper files and to ensure that all of my bills get paid on time. In fact, I now have things set up so that I don’t actually manually pay any of my monthly bills by paper check. They are all handled online now. The only bill that I pay “manually” is my real estate tax bill that I pay twice a year! Nice!
***Photo courtesy of http://s0.geograph.org.uk/geophotos/02/31/43/2314318_0228a033.jpg