Watch the video of the podcast People tend to be evangelical about the way they think is best – about
Finish Well
Annual Financial Review Checklist: Review Budget and Savings
OK, there are a few things you need to review annually, so let’s look at them in more detail. Review
Annual Financial Review Checklist: Introduction
So, if you’ve read the previous blog series, you’ll have organised your paperwork and your financial life in general. That’s
Financial Life Checklist: Optimise, Collaborate and Have a Proper System
To finish off the ‘financial life’ checklist series, there are three more points I think are important. Optimise Part of
Financial Life Checklist: Review Everything and Get up to Date
Mark Your Calendar While you are creating your summary, make a note of certain dates. You know the kind of
The Financial Life Checklist: Organise and Summarise
Introduction Staying on top of your personal finances can seem like a really hard work – there’s just so much
Financial Paperwork Checklist: Get Your Paperwork Organised
OK, we’ve sorted out all your paperwork. Time to get organised! Group into Categories As you have been going through
Financial Paperwork Checklist: Start Taking Action
Decide on Any Action One helpful way to work through these documents is, as you pick up each sheet, ask
Financial Paperwork Checklist: Get Things Prepped Before You Start
The day has arrived, your stationery supplies are in hand, and now is the time to get serious about your
