Get Your Financial House In Order In the New Year With This Checklist

Today’s the last day of 2015, with tax season not far behind. It’s the perfect time to take stock of your finances and get everything in order. This checklist should help you cover everything.

This list, from personal finance site Financial Samurai, exhaustively covers even the most complex personal finance situations. If you don’t have any investments or savings, you might have less to review (but maybe that’s something you might aim to change in the new year!). However, the list covers every area of your finances, including examining your income streams, reviewing how your investments have performed, adjusting your savings rate, updating your plan to reduce your debt, and reviewing your insurance policies. The list also covers a couple meta-finance topics like work-life balance and relationships. Because let’s be real, it’s not all about the numbers. Check out the full list at Financial Samurai’s site below.

Year-End Checklist For Financially Wise People | Financial Samurai via Rockstar Finance

Photo by Liz West.

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