Review Your Statements, Budgets & Goals

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!

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