Halfway There: Time for a Mid-Year Money Check-Up

How are your finances since we’re more than halfway through 2025? Take 10 minutes to review, reflect, and adjust so you can finish the year strong.

Revisit Your Goals: Are you making progress toward your 2025 financial targets? If not, don’t worry, this is your chance to reset! Write your goals somewhere visible and break them into small, achievable steps to stay motivated.

Refresh Your Budget: A lot can chance in six months. Review your income and expenses, and adjust your budget accordingly. Try the 50/30/20 rule (50% needs, 30% wants, 20% savings or debt repayment) and challenge yourself to stick to it through year-end.

Check Your Withholdings: Mid-year is a smart time to review your tax withholdings. Use a withholding estimator and adjust as needed.

Small tweaks now can make a big difference later, so don’t wait to check in on your finances.

Next Step: Block 30 minutes on your calendar to review your goals and make any needed changes.

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