Let’s Perform a Mid-Year Financial Check-In
Our weekly #CreditChat started in 2012 to help our community learn about credit and important personal finance topics (e.g. saving money, paying down debt, improving credit scores). Each chat is hosted by @Experian on Twitter and all are welcome to participate. DM us any questions.
Tune into this week’s #CreditChat about the importance of performing a mid-year check-in. We’ll discuss the different aspects of your finances you should review and how you should adjust your goals for economic factors like inflation and more.
Topic: Let’s Perform a Mid-Year Financial Check-In
When: Wednesday, June 21, 2023 at 3 p.m. ET.
Where:Join the live hashtag discussion
The panel will include: Jeanne Kelly: Credit expert, identity theft expert, speaker and founder of JeanneKelly.net; Todd Christensen: AFCPE® Accredited Financial Counselor®, Author of Everyday Money for Everyday People, and Education Manager at MoneyFit.org; Danielle YB Vason:Founder ofSheMakeCents; Beverly Harzog: Credit Card Expert and Consumer Finance Analyst for U.S. News and World Report; Rod Griffin: Senior Director, Consumer Education and Advocacy, Experian and Christina Roman: Consumer Education and Advocacy Manager at Experian.
Gift Card Giveaway
Enter here for a chance to win a $50 Amazon gift card! We will be announcing a winner at the end of the chat. Entry Period: Raffle open now and closes at the end of this chat at 4 p.m. ET. Complete rules here.
Questions we will discuss:
- It’s the middle of June! Are you on track to meet your financial goals for the year?
- What items should you review in a half-year financial check-up?
- Why is it important to check your credit when performing a financial check-up?
- If you are not on track to achieve your goals, how can you use your budget to help you get back on track?
- How can you adjust your goals to account for economic factors like inflation?
- What are some steps you can take to ensure your investments are where they need to be in the current economic environment?
- How can you ensure your current investment strategy is aligned with your goals?
- If you take on side work to help you achieve your goals, how can you ensure that you are prepared for the tax implications?
- How can a regular financial check-up help you save for emergencies or determine if it’s the right time to tap into your emergency savings?
- Any final tips for performing a mid-year check-in?
Check out our complete list ofupcoming personal finance Twitter chats here.