Hey all! The Penny Hoarder teamed up with Anasova to create a site that gives you a free, customized financial plan. I filled it out myself (took about 5-10 minutes) and am pretty impressed with the results – a 10 page report that literally highlights what I should prioritize financially. And no surprise here, it suggested I need to pay off my debt as fast as I can then start saving more for retirement.
If you want an unbiased check-in on your current financial situation or need a little help with a plan to start getting things on track, check it out.
Will, I just did that and it was easy and a very good summary with great suggestions. I plan to start recommending that for my program participants. Thanks!
I’ll give this a shot at the very end of December. It can’t hurt to make a start on 2023 plans. That said, I’ve still been procrastinating on creating will, etc.