Making sure that you’re on the road to financial security can start with a personal finance checkup. A financial checkup allows you to periodically review how you’re doing in light of your finance goals.
Taking the following steps can help put you on the course to financial wellness:
• Evaluate your goals. How are you measuring up to the goals you set for yourself? Are you successfully putting money toward saving and investing? Are you saving enough in your 401(k) to get your company match contribution? Where are you falling short and why? Are there changes taking place in your life that will affect these goals, such as a healthy bump in your salary or the birth of a baby? For better or worse, it may be time to adjust your goals.
• Assess your investments. Look at the return on each of your investments and make sure they are rebalanced. Are you satisfied with the performance compared to what the market is doing? Consider getting some advice.
You can also find free investment advice tools online, such as ShareBuilder’s PortfolioBuilder (www.sharebuilder.com). The service provides a customized portfolio based on your...
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