3 Mid-year Money Check-Up Questions

Have you noticed we’ve made it to the half-way mark in the year? As I usually do, I want to remind you to take stock of your finances after six months. Here are three questions to ask:

  1. Are you making progress on your 2021 money goals and, if so, how much, and if not, why not? It’s time to be honest with yourself in a non-judgmental way and just take stock.
  2. Based on your answers to #1, do you need to adjust your goals or add new ones?
  3. What do you need to stop doing, start doing and keep doing to reach your goals?

I prefer this simple self-check to an elaborate all-out, in-depth, spreadsheet analysis (unless you like that sort of thing). Be honest, forgive mistakes and missed opportunities and get on with it. Act in the next 48 hours on one goal that’s been stalled. Just do it.

P.S. You can also read a good book or two on personal finance. Check out Bill Schuletheis’ new book Coffeehouse Investor’s Ground Rules. It’s a quick read and very worthwhile from a true luminary in the field of personal finance. 

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