Money Calendar of Events

Whether you are new or old to the money and investment game, there are money management tasks you can do on a regular basis to help you stay on track. Find out the recommended guidance for things like checking your credit report or reviewing your budget.

Money calendar of events


  • Track your non-essential spending
    Spending money on extras adds up. Determine how much you will spend on non-essentials at the beginning of each week and track this regularly to make sure you’re on track.



  • Dispose of utility bills, deposit and withdrawal slips
    Once you’ve verified these payments on your monthly statement, you can shred them to ensure you keep your personal information safe.


Four Times a Year

  • Check investment portfolio
    These numbers can change frequently, so you may not want to check them too frequently.


Once a Year

  • Make new financial goals
    What you want to invest in can change from year to year.
  • Create a yearly budget
    It makes sense to review your budget at least once a year and as your income changes.
  • Review insurance plans
    Make sure you have proper coverage and competitive rates.
  • Examine your will
    It’s important for your will to be current, especially if you have a new spouse or children.
  • Check your credit report
    Checking your credit report will give you an idea of where you stand with lenders and a chance to make sure the report doesn’t have mistakes that could hinder your financial future. You're entitled to one free copy of your credit report every 12 months from each of the three nationwide credit reporting companies. Order online from, the only authorized website for free credit reports, or call 1-877-322-8228. You will need to provide your name, address, social security number, and date of birth to verify your identity.