During the holiday season, it’s easy to get carried away with celebrating and spending.
But with 2018 coming to a close in a couple of weeks, this is the time to perform a financial health checkup. Knowing where you stand on your finances before year-end is a smart move to make.
Dr. James Philpot is a certified financial planner and associate professor of finance and general business at Missouri State University. He explains why such a checkup is beneficial and what steps to consider.