FINANCIAL NOTES with CindyG: Your Financial CheckUp

An annual financial checkup serves the same purpose. It's an opportunity to review how you've done financially over the past twelve months and make sure you're still headed in the right direction when it comes to managing your money. Eight point checkUP:

1) Budgeting;

2) Long-term Investments;

3) Debts; 

4) Retirement;

5) Update savings goals;

6) Financial Goals:

7) Tax Tips;

8) Insurance and Wills/Final Arrangements. 

Wrap-Up.