Insurance XRay

Personal finance checklist for those crossing 40 Start investing sensibly, correct past mistakes, get a grip on your spending and debt, and make the most of the next 20 years.

A Personal Finance Self Evaluation Checklist Here is a personal financial self-evaluation checklist that can be used by beginners and veterans alike. It has been developed from how to Conduct a Personal Financial Audit and my own audits which are done each December. Here are the links to my 2015, 2014 and 2013 personal finance audits. If you…