July is almost over. Congratulations on making it halfway through 2023. Your gift, it is time for a midyear financial check-in. We all had New Year New Me Financials Goals. Now is a perfect time to review your goals for the year.
If you are married, make sure you are having these discussions with your significant other. Do a date night and review where you guys are headed together.
0:00 Intro
3:52 Net Worth
9:54 Credit Score
16:25 Estate Documents
21:38 Down in the Details
23:07 Spending
26:42 Insurance
28:45 Savings
29:47 Investing
30:39 Debts
32:12 Outro
Resources:
More details on insurance:
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