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Writer's pictureYour Wealth Bestfriend

Quick Tip: Review Your Accounts

Hey bestie, it’s Your Wealth Bestfriend®️! I’m back! I took a break from everything, even my blog, and tried to learn how to rest and take it easy (let me tell you, I failed at it many times). But I’m learning and growing, and that’s all that matters.


I have been away so long that there are so many things I want to chat about but I’m gonna keep it simple this time.

Review Your Accounts

Black woman reviewing her accounts

It’s time to go look at your money. Whether that means going into that bank account, checking those credit cards, logging in to QuickBooks (for all my business besties), logging in to those investment and retirement accounts, and even those student loan accounts. It's time to see what those balances are and what direction you are heading. I know some accounts may look better than others right now. It’s the end of the 3rd quarter of the year and it’s time to review what’s going on so we are prepared to finish the year off right. Oooo that sounds wild right? Didn’t this year just start?


It’s as simple as that bestie. Figure out where you are account wise and pat yourself on the back and give yourself grace. It’s hard out here.


As always if you want more information I have a wonderful wealth tips email that goes out Wednesdays (subscribe below). Keep reading the blog, check out the YouTube channel, or you can schedule an appointment to chat with me one-on-one at yourwealthbestfriend.com or onmyownfinancial.com. You've got options!



Until next time!

✨Keep Living Your Healthy Wealthy Life,✨

Your Wealth Bestfriend®️



 


Jala, known as Your Wealth Bestfriend®, is a seasoned personal finance writer, attorney, and award-winning Certified Trust & Fiduciary Advisor (CTFA). When she is not running her businesses, teaching, or writing, she enjoys dance parties in the kitchen with her child. Her work has appeared on Business Insider, Experian, Real Simple, The Skimm, Yahoo News, and others.


*This site is for education purposes only.

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