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Your August Financial To-Dos

We're thrilled to present this smart LearnVest story here on Savvy!

Every month, we figure out the top to-dos to get your financial life in order, so you don’t have to. No need to divert time from all those fabulous summer parties we know you’ve got planned—complete these to-dos in your spare moments and you’ll be free to enjoy the last of these hot summer days. (Until, you know, the “dog days are over.”)

Here’s the plan:

Make Your Doctor Appointments. Deadline: Monday, August 1

Summer is usually a bit slower in the office, so it’s a great time to head in for your annual exam and make appointments for the doctors you should be seeing regularly. If your health insurance includes free check-ups, use that as extra incentive to schedule an appointment. (If you’re looking for doctor recommendations, check out our favorite doctor review sites.)

Reassess Your Budget. Deadline: Monday, August 8

Make sure that your summer travel plans haven’t bombed your budget for the month. Visit LearnVest’s My Money Center to link up your accounts to track exactly how much you’re spending in different categories of your life. (Tip from one member: Customize a folder just for your “bad habit,” so you can track it even more carefully!) Use this information to make sure you’re sticking to your current budget or to create a new budget if your lifestyle has changed.


Think About The Brand Of “You.” Deadline: Wednesday, August 17

If you had to pick one thing for people to remember about you, what would it be? Knowing how to present yourself and communicate effectively can improve your job prospects. This includes knowing when to use social media to promote yourself … and when professionalism is paramount. Even a Facebook post as benign as, “Long day at work. So glad to go home tonight!” can send the wrong message. As you refocus on work in the fall, keep this in mind. (We got publicists to give us tips on how to be our own publicists, here.)

Read on for other money things to do this month.

Spend Time With Your Portfolio. Deadline: Monday, August 22

Whether you’re a seasoned pro or just starting out, take LearnVest’s new series of Investing Courses to make sure your investments are perfectly positioned to help you achieve your goals. These courses work for investors at all levels: From creating a beginner’s portfolio to maximizing your investments for tax purposes, there’s something for everyone.

Get On A Food Plan. Deadline: Monday, August 29

In general, September is when work ramps up again and people become more serious. Save yourself the hassle of yet another thing to do by thinking about your meals in advance. That way, you can do your grocery shopping all at once and cook enough to portion out extra meals during the week. (Of course, if you really want to make your food last, you can always freeze it according to our guide.)

To find out what items you should buy this month, read on.

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