Here's your chance to get answers from our experts. By Janet Bigham Bernstel A Financial Planning Checklist Life is tough enough without adding financial planning to your to-do list, especially when you're starting out.
Planning comes later.
Well, yes and no. Hopefully you're on the way up, but some simple planning now will get you there faster. The path to success is a lot smoother with a roadmap, or checklist of basics. Try these for now, you can always add as your financial life changes. Invest in education.