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At least once a year, my husband and I meet with our financial adviser to review the health of our finances. But it’s bigger than that because financial health is one of the eight dimensions of self-care–and it can cause significant amounts of stress when it’s out of balance.
Taking time to evaluate our current and future needs forces us to look beyond today and make adjustments as needed. Of course, there’s no way to predict precisely what challenges we may face as we enter retirement, nor can we predict the shifts within our political or cultural environments, but we can make smart decisions base on what we know today.
Finding a balance between spending and saving isn’t easy, but that’s why it’s so important to take time to regularly review our habits. Periodic check-ups prevent unhealthy spending behaviors from continuing, and it helps us make better decisions about how to plan for future needs. Likewise, it helps determine when (and if) we should make purchases, as well as how we can best give back to our community.
How do you monitor the health of your finances?