8/15/2023 0 Comments Take personal inventory![]() Maybe the first Wednesday or last Friday of the month? She also keeps an ongoing list of To-Do items in Evernote for her next personal inventory day. ![]() Hersi Issa schedules her personal inventory day for the 16 th of each month to coincide with her birthday day, but you can select any day that works for you. Know when your auto-renew dates are for the month and the year so you can take full advantage of what you have paid for.” The membership cost may only be a small amount per month, but over a year it can add up. Something that you set out to use regularly may not be being used as frequently as you had intended. This includes gym memberships, entertainment, and even app purchases. Michael Foguth, founder of Foguth Financial The first time I shopped around for a new homeowners insurance policy, I saved over $1,200 by switching. Between three vehicles, a motorcycle, a horse trailer and umbrella insurance, this is a high spend category and I don’t want to overpay. “One thing I do every year is shop my insurance policies. Gerri Detweiler, Education Director at Nav This will help keep your accounts secure, and as long as you’re already there, you can thoroughly review your accounts.” This can be as simple as switching up a few letters, numbers or even adding an exclamation point or additional characters to each password, as long as you develop a way to remember them. “I recommend you update passwords you use to access any online financial accounts. While you have the owner’s manual out, check to see if your vehicle is due for scheduled maintenance.”Īlayna Pehrson, Digital Marketing Strategist at Best Company Proper fluid and air levels also improve gas mileage and safety. A quart of oil costs a few dollars a new engine costs a few thousand. Inspect your car’s fluid levels and tire inflation – the owner’s manual has directions for doing this properly. This doesn’t sound financial at first, but we spend a lot of money on vehicles and transportation. James Philpot, CFP and associate professor of finance at Missouri State University If you find something that’s incorrect or inappropriate, do your best to get it cleared.”ĭr. You really don’t want incorrect or scandalous information surfacing about you online. If you are looking for a job or that next promotion, it’s paramount that you do this at least once a month. “One thing I recommend everyone do is a monthly ‘ego surf.’ This involves simply Googling your name to see what information comes up. Rhian Sharp, founder and CEO of Sharp Medical Recruiting and HR Consulting I loved Hersi Issa’s idea so much, I decided to reach out to a few professionals to find more tasks they would recommend for a personal inventory day.
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