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We’re supposed to do things routinely for our health, like brushing our teeth, showering, and exercising.
And there are basic hygiene tasks to maintain or boost your financial health, too — actions you can take annually to make sure you’re on track to meet your goals.
Think of this routine as a quick checkup for your finances. Life Kit has more suggestions for handling your finances, but here are five good habits to get into every year –– no appointment necessary.
Look to the future
Ask yourself where you want to be three, five, or ten years from now. Brent Weiss, a certified financial planner at Facet, asks his clients this question when helping them devise their financial goals. And then he asks: “What has to happen in your life for you to look back and say, ‘That was a wildly successful period of my life?’ But here’s the trick. You can’t mention money.”
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