My Yearly Money To Do List
Tags: Finance · Organisation · Self Improvement
Every January I run my yearly money to do list to reset my finances. I walk through my backdoor Roth IRA process for 2026, my HSA tax advantage strategy at Fidelity, how I update 401k contributions to max out, and refreshing the Dead Box and notifying executors. Net worth tracking tips and a free Investing for Beginners course link.
Rolly's Take
For the pragmatic soul looking to reclaim control over their financial destiny. They thrive on clarity and actionable steps, grounded in the idea that mindful organization today lays the groundwork for a wealthy tomorrow. Here, the journey to financial independence transforms into an annual ritual of empowerment and growth.