Your Mid-Year Financial Check-Up: Series Wrap-Up

Over the last two weeks I’ve challenged you to conduct a mid-year financial check-up.  How did it go?  Here are the posts from that series:

Financial Check-Up Series

I’ve enjoyed putting this together partly because it’s helped me to take a closer look at my own financial status.  Keep in mind, this is by no means a complete list of areas for you to examine at this point in the year. 


Still, this list should be able to give most people a good starting point.  After all, most people could use to lower their spending, save a little more, and get rid of some debt (which just happens to be what this blog is all about). 


Every one’s situation is unique though.  Other areas you might want to consider:

  • Maintenance of your Assets (personal residence, rental properties, cars)
  • A Review of Your Insurance Policies (medical, life, auto, home)
  • Creation of and/or Updates to a Will
  • Organizing Your Financial Files

Do you have an area to add?  Leave it in the comments below.

Last Edited: February 18, 2012 @ 12:53 pm The content of is for general information purposes only and does not constitute professional advice. Visitors to should not act upon the content or information without first seeking appropriate professional advice. In accordance with the latest FTC guidelines, we declare that we have a financial relationship with every company mentioned on this site.
About Philip Taylor

Philip Taylor, aka "PT", is a CPA, financial writer, FinCon CEO, and husband and father of three. He created PT Money back in 2007 to share his thoughts on money and to meet others passionate about managing their finances. All the content on this blog is original, and created or edited by PT. Read more about Philip Taylor, and be sure to connect with him on Twitter, Facebook, or view the Philip Taylor+ Google profile.