20 Ways to Celebrate Financial Planning Week

Suggestions to celebrate Financial Planning Week:

• Balance your checkbook
• Make a monetary contribution to your favorite charity
• Start a savings account for a child, vacation or a gift for yourself
• Help teach your children how to save and spend wisely
• Get your estate in order: Create or revise your will and other estate-planning documents
• Meet with your financial planner and share your appreciation for their service
• Pay off a credit card
• Get a head start on college — investigate college planning options
• Establish an emergency fund
• Evaluate your employee benefits and begin planning for open enrollment
• Develop your holiday spending budget
• Plan for year-end tax strategies
• Arrange a meeting with a financial planner for a relative, friend or colleague
• Give yourself a subscription to a personal finance magazine
• Invite your financial planner to speak at your workplace
• Review your insurance coverage
• Write down your financial goals and revisit them periodically
• Start using personal finance software to help you better understand your money
• Look up three financial terms that have baffled you and resolve to understand them
• Talk to a relative about their plans for long-term care