Skip to Content

The nine steps to take to make 2019 your best financial year ever

January 7, 2019 Article 1 min read
Authors:
Jaime Eckels Wealth Management
Personal finances should be reviewed annually, yet many don’t make this part of their routine. Here are nine steps to help you review expenses, manage debt, make a budget, and set financial goals for 2019. Read more at Kiplinger.

woman reading on benchNew Year’s is a day of renewal — the perfect time to create the kind of personal resolutions meant to improve your life. In other words, the perfect day to review your personal financial situation.

A yearly accounting of your finances should be a routine for everyone, but it isn’t for most.

If that describes you, start at the top of this list of nine steps to getting your financial house in order, and work your way through each item. If you’re already well organized, feel free to skip down the list until something catches your eye.


Related Thinking

Two wealthy people reviewing their charitable donations.
November 15, 2023

Give smarter: Tax-effective strategies for charitable donations

Article 4 min read
Multiple generations of a family laughing and eating dinner together.
November 3, 2023

5 tips to prepare for the Great Wealth Transfer

Article 4 min read
A financial advisor sitting with her client in a cafe discussing ways to avoid common investment mistakes.
October 18, 2023

5 common mistakes we see investors make

Article 4 min read