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Boost Your Financial Health in 12 Monthly Steps | FiGuide

An interesting annual plan from Eve Kaplan, CFP®

Enjoy –



Yup – it’s that time of year again when you consider your New Year’s Resolutions. The top 3 New Year’s Resolutions recur each year: eat less, exercise more and clean up your finances/investments.

Here are 12 monthly steps to cultivate better financial health. You can do much of this if you’re a committed and determined do-it-yourselfer and you follow December advice (below):

1. January: Organize your paperwork. It sounds like an obvious starting point which eludes many. Are you financial documents organized (in paper or virtually) so the information is at your fingertips? Your heirs will be eternally thankful if you unexpectedly pass away or are incapacitated.

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