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Stop Guessing What a Stock Is Worth

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2023 Financial To-Do List

  Review your budget to ensure you are on track to meet your financial goals. Check your credit report for errors and disputes any inaccuracies. Pay off high-interest credit card debt. Increase your emergency fund to 3-6 months of living expenses. Contribute the maximum amount to your employer-sponsored 401(k) or IRA. Evaluate your current insurance coverage and determine if you need to make any changes. Create a plan for paying off student loans. Review your investment portfolio and make any necessary adjustments. Review your current mortgage terms and consider refinancing if it makes sense. Research and consider contributing to a health savings account (HSA) if you are eligible. Research and consider contributing to a college savings plan, such as a 529 plan. Consider a Roth conversion of your traditional IRA if you are eligible. Review your will and estate plan and make any neces...