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Review Your Statements, Budgets and Goals
Go over your monthly bank statements and investing accounts. Make sure
deposits, dividends and expenses are all correct. If anything is wrong
make a note to call the company tomorrow. Most companies only give you
30 days to make corrections so don’t delay!
Get your budget planner out and add up your totals for last month. Were
you on budget for most categories? If you were off, can you trace why?
What can you change to stay more on budget this month?
Go over your financial goals. Are you saving enough to meet your goal
on the date you have set? Do you need to save more or change the goal?
Take a look at your insurance policies, credit card interest rates, mortgage
and other bills that you could negotiate lower rates on. Are you sure
you’re getting the best rate? Make a couple of phone calls or go
online to competing companies and see if you can get a lower rate. See
our Weekly Challenges for help!
Part of the Womens-Finance Budget Challenge!
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Join The Budget Club
& keep on financial track! |
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