10 Personal Finance Year

Dont miss out on 10 personal finance yearend checks

A comprehensive review of your financial health is conducted at the end of the year

Cash flow examination review spending patterns savings progress and trends in cash flow to make informed financial decisions

Tax projection estimate annual income projected expenses and anticipated tax deductions to prepare for the upcoming tax year

Credit report check regularly to identify errors to detect identity theft

Emergency fund evaluation ensures you have at least six months income in a liquid emergency fund

Retirement savings assess your retirement savings strategy review investment allocations

Automatic savings transfers and highyield savings accounts can accumulate funds over time

Investment portfolio review looks at the balance between marketlinked and fixedinterest investments