Comments on: When Was Your Last Financial Checkup http://cashmoneylife.com/how-to-do-financial-checkup/ Money Management, Small Business, Career Wed, 23 May 2012 21:16:10 +0000 hourly 1 http://wordpress.org/?v=3.3.2 By: MaRaffa Gines http://cashmoneylife.com/how-to-do-financial-checkup/#comment-24018 MaRaffa Gines Thu, 10 Jun 2010 13:51:01 +0000 http://cashmoneylife.com/?p=1537#comment-24018 I enjoy making my financial checkups every day, I love them. LOVE THAYM!! :) I enjoy making my financial checkups every day, I love them. LOVE THAYM!! :)

]]> By: MoneyEnergy http://cashmoneylife.com/how-to-do-financial-checkup/#comment-17801 MoneyEnergy Wed, 22 Apr 2009 03:46:18 +0000 http://cashmoneylife.com/?p=1537#comment-17801 I started getting very systematic about these financial checkups two years ago. Before that, it was more of a "new year's goals" kind of thing. Now I am transitioning into doing this every quarter, and then within that, every month to stay on top of spending. and meeting targets. I started getting very systematic about these financial checkups two years ago. Before that, it was more of a “new year’s goals” kind of thing. Now I am transitioning into doing this every quarter, and then within that, every month to stay on top of spending. and meeting targets.

]]> By: DebtGoal http://cashmoneylife.com/how-to-do-financial-checkup/#comment-17779 DebtGoal Mon, 20 Apr 2009 18:53:33 +0000 http://cashmoneylife.com/?p=1537#comment-17779 Doing a financial check-up accurately and frequently is critical. But so is coming up with a strategy to pay down existing debt. Translating the results of a check up into action on improving one's finances is just as critical. Doing a financial check-up accurately and frequently is critical. But so is coming up with a strategy to pay down existing debt. Translating the results of a check up into action on improving one’s finances is just as critical.

]]> By: Kristy @ Master Your Card http://cashmoneylife.com/how-to-do-financial-checkup/#comment-17777 Kristy @ Master Your Card Mon, 20 Apr 2009 17:30:31 +0000 http://cashmoneylife.com/?p=1537#comment-17777 This is something I talk to my clients about on a daily basis. Somehow they think that once they've sat down to do this - if they've even done that - they're set. But the reality is, things change and so do our financial goals. It's always important to revisit your goals and follow up. I think one of the biggest stumbling blocks for the people I've worked with is that they don't have life insurance and they don't have a will in place...which, to be honest, neither do I. It's something I've been putting off because I'm single, but it's still important and needs to be done. At any rate, excellent article! This is something I talk to my clients about on a daily basis. Somehow they think that once they’ve sat down to do this – if they’ve even done that – they’re set. But the reality is, things change and so do our financial goals. It’s always important to revisit your goals and follow up. I think one of the biggest stumbling blocks for the people I’ve worked with is that they don’t have life insurance and they don’t have a will in place…which, to be honest, neither do I. It’s something I’ve been putting off because I’m single, but it’s still important and needs to be done.

At any rate, excellent article!

]]> By: Ryan http://cashmoneylife.com/how-to-do-financial-checkup/#comment-17778 Ryan Mon, 20 Apr 2009 16:58:46 +0000 http://cashmoneylife.com/?p=1537#comment-17778 Thanks, Kristy. you know, I didn't have a will when I was single either. Everything just went to my father, by the letter of the law. Once you get married or start having a lot of assets, then things change! Thanks, Kristy. you know, I didn’t have a will when I was single either. Everything just went to my father, by the letter of the law. Once you get married or start having a lot of assets, then things change!

]]> By: Wealth Pilgrim http://cashmoneylife.com/how-to-do-financial-checkup/#comment-17774 Wealth Pilgrim Mon, 20 Apr 2009 16:30:57 +0000 http://cashmoneylife.com/?p=1537#comment-17774 I agree with those above. This is solid. The shame is that people reading this probably do this.......we've somehow got to get the word out to those who aren't already of this mindset. How? I agree with those above. This is solid.

The shame is that people reading this probably do this…….we’ve somehow got to get the word out to those who aren’t already of this mindset. How?

]]> By: Ryan http://cashmoneylife.com/how-to-do-financial-checkup/#comment-17770 Ryan Mon, 20 Apr 2009 14:06:48 +0000 http://cashmoneylife.com/?p=1537#comment-17770 <strong>Baker: </strong>Purchasing sufficient life insurance is the next big thing on our financial to-do list. It's essential now that we have a child on the way. Baker: Purchasing sufficient life insurance is the next big thing on our financial to-do list. It’s essential now that we have a child on the way.

]]> By: DDFD at DivorcedDadFrugalDad http://cashmoneylife.com/how-to-do-financial-checkup/#comment-17764 DDFD at DivorcedDadFrugalDad Mon, 20 Apr 2009 12:04:27 +0000 http://cashmoneylife.com/?p=1537#comment-17764 Solid post-- I believe this should be a quarterly exercise! Solid post– I believe this should be a quarterly exercise!

]]>