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ellie's "Personal Financial Calendar"

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A list by Sue Stevens of Morningstar

http://news.morningstar.com/article/article.asp?id=182937&pgid=wwhome1a

1.

set deadlines for each goal

2.

January goals:

3.

compare where you were last year at this time with where you are today: set up a Net Worth Statement

4.

revise/set up a budget

5.

set targets for how much you plan to spend in major categories

6.

make sure that you are comfortable with how you're spending your money

7.

track your expenses using Microsoft Excel, Quicken, or Microsoft Money, or any other method

8.

February goals

9.

Get your tax information collected and submitted to your accountant

10.

If you are planning to contribute to an IRA for last year and haven't already done that, make your contribution now

11.

Get your emergency fund in place

12.

March goals:

13.

April goals:

14.

May goals:

15.

June goals:

16.

July goals:

17.

August goals:

18.

September goals:

19.

October goals:

20.

November goals:

21.

December goals:

This is ellie's list. Only ellie can edit it. You can make your own version of this list.

Created by ellie on Jan 19, 2007.