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Sort Out Your Money by Infinite Ideas

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25. Review, monitor and act

‘Do, or do not. There is no try.’

YODA, wise master of the Force and teacher of Jedi

The biggest enemy of financial well-being is inertia. This final section provides some tips on how to manage your personal finances optimally.

Here’s an incomplete list of some of the things you might care to consider when checking your financial situation:

Review

  • Undertake a full review of your financial position at least once a year.
  • Start to think five, ten and fifteen years into the future. What are your financial goals? How are you going to make them happen?

Monitor

  • Know where your money goes every month.
  • Check the accuracy of your bank statements and tax notices.

Act

  • Avoid the loyalty trap. If your research shows that ...

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