Money Checklists

An hour a year to catch fees, drift, and missed contributions. Pays for itself many times over.

The folder of documents and questions to gather before sitting down (or seeing your CPA).

Set up the foundation right so you don't unwind it later. US-focused.

Don't buy a problem. Inspection, paperwork, and negotiation steps that save thousands.

One Saturday afternoon to make sure your spouse, executor, or future self can find everything that matters.

From zero to a 3-6 month cushion, in the order that actually works without burning out.

Choose the right brokerage, open the account, fund it, invest in a sensible portfolio, and set up automation — in under two hours.

Gather your W-2s and 1099s, choose the right filing method, understand which deductions apply, file on time, and set up direct deposit for your refund.

Open enrollment dates, subsidy eligibility, how to compare plans on healthcare.gov, what metal tiers mean, and how to enroll without overpaying.