This article brought to you courtesy of Matt Stutes, CFP of Cornerstone Wealth Management Financial Planning Expert.

Matt Stutes, CFP

With the end of the year right around the corner, now is the time to review your personal finances and get them back on track. This process does not have to be daunting or time consuming, but rather a healthy exercise to reboot personal finances.

Whether your goal is to consolidate/eliminate debt or find ways to save more, the following steps are a good place to start:

Track your Money:

Establishing and sticking to a budget will help ensure that you do not overspend and help you understand what you are spending your money on.

Consolidate Accounts:

By consolidating accounts you may be able to avoid paying fees on multiple accounts. Less accounts to keep track of will help streamline your finances.

Check/Repair Credit:

With the Cyber Security age in full swing, make sure you are checking your credit score for accuracy. If anything looks

suspicious be persistent in correcting your report.

Evaluate Insurance Policies:

Be proactive and review your policies annually to make sure they still fit your needs and lifestyle.

Review Retirement:

Are you on track to Retire? If not, take a look at boosting your retirement contributions to get you back on track.

Manage Investments:

With the increase in market volatility recently, it is a great time to review and possibly rebalance your investment portfolio.

*Information in the article was sourced from

Matthew Stutes, CFP®

Cornerstone Wealth Management

486 NW 2nd Ave.

Canby, OR 97013


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