How to Review Your Personal Finances and Prepare for the New Year

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.

As we head into 2022, we’re going to discuss the importance  of doing one final review of your finances and preparing for your future.

Topic: How to Review Your Finances and Prepare for the New Year

When: Wednesday, December 29, 2021 at 3 p.m. ET.

Where: Join the live hashtag discussion.

The panel will include Leslie H. Tayne, Esq: Founder and Managing Director of Tayne Law Group, P.C. (f/k/a The Law Offices of Leslie H. Tayne, P.C.); Beverly HarzogCredit Card Expert and Consumer Finance Analyst for U.S. News; Lawrence D. Sprung: CFP® President of Mitlin Financial, Inc.; 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’ll Discuss:

  1. How can reviewing your finances help you prepare for 2022? 
  2. What categories of your finances should you review this time of year? 
  3. What documents should you gather when reviewing your finances for the New Year? 
  4. How can you measure your financial performance against the goals you had set for yourself in 2021? 
  5. How often did you check in with your finances in 2021? 
  6. How do you set realistic financial goals for the New Year? 
  7. How do you stay motivated to keep working toward your financial goals?  
  8. What steps can you take to better track your finances in 2022? 
  9. How do you make sure you and your spouse or partner are working together to achieve your goals?  
  10. Share one financial goal you hope to accomplish in 2022. 

Check out our complete list of upcoming personal finance Twitter chats here.

Never miss a blog post!

Subscribe to keep up with all things Experian.