Annual Financial Check

Eight points, once a year. Each one links straight to the matching calculator, so you can actually check it rather than just tick a box. Your progress is saved only in this browser.

0 of 8 done

Does your emergency fund still cover three to six months of expenses? Check now Are your broker or custody costs still competitive? Compare two brokers Is your portfolio allocation still within your plan, or is rebalancing due? Check allocation Does your savings rate still match your income and goals? Compare savings rates Have you used up your tax-free allowance for investment income? Open the tax calculator Is there still costly debt that should take priority over investing? Check pay-down vs. invest Are there topics in the course that have become relevant to you since last time? Go to the course If you trade actively: have you reviewed the year in your trading journal? Go to the lesson

Why yearly?

Circumstances, costs, and tax rules change slowly but steadily. A fixed yearly date keeps that from slipping through the cracks.
None of these points takes more than a few minutes with the matching calculator.
This is not investment advice — just a reminder of things you should be checking periodically anyway.

📝 Why yearly?

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Why yearly?