Planning 2026 right: What to review in your budget, savings and investments - Why an annual finance checkup matters

Before setting new financial goals, take stock of where you stand today. A yearly financial reset helps you see what’s working and what’s not. It lets you find spending leaks, plan better for the year ahead, and prepare for any surprises. This small step can make a big difference in keeping your money on track. Why an annual finance checkup matters