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  • Rafael Ulloa

Fall Financial Check Up



Autumn is here and it’s the ideal time to check in on your finances. The end of the season is always a good time to take stock of where you are financially and make any slight adjustments you need to reach your goals. It might shock you how even a couple of changes can add up to big savings. Read on to find out what to include in a fall finance checkup.

Get Organized

Rather than letting all your financial documents build up over time, take a moment every few months to take care of what’s stacking up. Begin your fall finance checkup by getting your paperwork all in one place and get those important docs organized. When you’re done, you can recycle everything you don’t need!

PS. It’s 2021 and if you’re still receiving paper statements, consider switching to paperless!


Consider Cutbacks

The holidays are on their way and there’ll be plenty of time for over-indulging and gift-giving. Are there any cutbacks you can make for Fall and Winter that might save you some cash? Make a list of all your repeating expenses and subscriptions. Even crossing off ONE can save you hundreds over the course of a year!


Analyze Your Automations

It’s never a bad time to make sure you know where your money is and where it’s going. Automatic payments are a great way to avoid late fees but they can let your finances get away from you. Make sure you’re aware of every charge on every card during your fall finance check-up.


Check Your Credit Report

Now, this isn’t something you should do all the time because it can ding your score, but it’s important to check in on the wellness of your credit from time to time. Need to improve your score? There are lots of options. Consider reaching out to us at Madison Monroe & Associates to help improve your credit score and reach financial freedom.


Once you’ve finished your fall financial check-up, you’ll be ready to make the best decisions in the face of seasonal spending, and enter the new year with a healthy financial mindset!


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