Your Money Check-Up: Why an Annual Financial Exam is Key

When was the last time you sat down and thoroughly reviewed your finances? If your answer is "I can't remember" or "never," you're not alone. Life gets busy, and managing your financial health often takes a backseat to more immediate concerns. However, just as you schedule annual physicals to maintain your physical health, an annual financial check-up is essential for your financial well-being.

Here's why it's crucial to make this a yearly habit and how to conduct a meaningful review.