Doing a financial tuneup

Take a Few Hours and Unlock Some Cash

Excerpt:

How might you plan your own financial tuneup?

Today, we introduce an interactive checklist to give you some ideas. It includes things you should do each year, like rebalancing your investments, and others that you might have to do only once or, at most, once in a while, like raising your insurance deductibles. The checklist is a living document and one we hope to improve over time, so please send us feedback from the link on its home page.

And lest you think this is all drudgery, the tuneup period is as good a time as any to cash in all of your credit card rewards and frequent-flier miles. After all, they don’t get more valuable sitting around unused.

Not that many of you will need our help, as your own list of undone money tasks has probably been nagging at you for some time. Almost immediately after my first article about the tuneup concept ran last summer, I heard from readers who had set aside time to do their own.

Financial Tuneup Checklist


Comment: A really helpful checklist. We've done some of these. I recently met with my insurance agent (Allstate) to completely review our insurance.