Considering we have the 4th of July holiday coming up, you might find yourself with some free time. Maybe it’s an hour or an entire day. Either way, there are certain “financial hygiene” tasks only you can tackle and you should do them at least yearly. I wanted to find a way to write a similar post for a while now, but The New York Times beat me to it. It’s so good — simple, actionable, and quick to digest.
(I’ll add that checking your Social Security estimates and verifying your earnings history at ssa.gov is another very quick task that should be completed yearly)
This will motivate me to write my own version, but Ron Lieber at NYT has presented a great take on a topic of which most people struggle to find a starting point.
Find the time!