Organize Your Finances
The first step in the The Ultimate Personal Finance Checklist is organizing your finances. This means bringing all of your financial information account names and numbers, online login information, paperwork that isn’t online, etc. all into one place.
Why do this?
For one, it’s good financial hygiene. Being able to easily access and view all of your financial information is necessary for making good, informed financial decisions.
It’ll also make it much easier to complete The Ultimate Personal Financial Checklist. Future steps on the checklist, like creating a budget, will require that you have access to your financial information.
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