# financial checkup

My Mid-Year Money Checkup: 6 Things to Review in July

Mid-July, I sat at the kitchen table with a notebook and did what I should have done in January: a real money checkup. Six things — 401(k) contributions, beneficiaries, tax withholding, QCDs, portfolio balance, and my organizational mess — took me one evening. Here's the list I'll never skip again.

How My Husband and I Do Our Annual Financial Review (in One Evening)

Every January, my husband and I sit at the kitchen table with one simple goal: take a big-picture look at our finances. Here's the five-step template we use — no spreadsheets required.