Wrapping up your financial year helps you prepare for the next one. Use this checklist as you go through your financial plan.

Inflation has impacted us all. Use this checklist to help deal with the increase in your cost of living.

Having the correct beneficiaries ensures that your money is distributed the way you wish. Use this checklist to keep them up -to-date.

Once you have funded your emergency fund, consider getting rid of non-mortgage debt with this flowchart.

Enrollment in Medicare is not always guaranteed. This flowchart can help you determine if you will be automatically enrolled.

Protect yourself from medical emergencies and untimely death. Use this checklist to make sure you are covered appropriately.

Changing Medicare coverage can make sense for some people. This flowchart can help you determine if you are one of them.

Protecting yourself from liability and property loss is the purpose of these insurance types. Use this checklist to ensure your are insured.

Having a child is exciting but comes with its own challenges. Ask yourself these questions as you begin preparing for your new addition.

The tiny details are what can derail your retirement. As you prepare to retire, work through this checklist of things to consider.

Upgrading your living situation is exciting, but you need to be prepared. Use this checklist to help prepare yourself for your new home.

The task of combining two financial situations can be forgotten in the excitement of getting married. Use this checklist to prepare.

Do not invest your money blindly. Know what you own and how it is performing. This checklist provides all the questions to ask your advisor.

Before taking money from your IRA, you should check for penalties. Use this flowchart as a guide to prepare yourself for potential penatlies

Technology can make you a victim of fraud. Protect yourself at all times, and check-in on your parents as they get older.

If paying off your mortgage is not feasible, maybe you should refinance. This flowchart can help you work through that decision.

There are important financial dates that occur throughout the year, that you do not want to miss. Use this list a resource to stay on track.

Filing for Social Security should not be done blindly. This flowchart can help you understand the consequences of pulling your benefit early

Know what you are buying, and if you are buying enough, when considering life insurance. Use this checklist to help guide you.

Paying off your mortgage is quite the achievement, but is it always the right decision? Let this flowchart help you make your decision.