September

September Session 1: Calculate My Net Worth
With so many moving parts in personal finance, it can be tough to know where you stand. By calculating your net worth at least once a year, you can get a snapshot of the progress you’ve made and better identify areas that might need some work.

Tip: As you enter your retirement funds in your net worth calculation, take a moment to consider if there might be money out there you aren’t factoring in. Reach out to former employers or use one of the websites designed to track down old 401(k) accounts to see if you can add some heft to your nest egg numbers.

September Session 2: Understand My Insurance Needs
With time comes change and with change comes a need to update your insurance coverage. Review your choices for each of the following to make sure they provide the security you’re looking for:

• Health
• Disability
• Life
• Auto
• Liability
• Homeowner’s/Renters

Tip: As with all types of accounts, it makes good sense to check at least annually for better deals. Shopping around on insurance could save you thousands of dollars per year.