Midyear Money Review: How I Tuned Up My Finances in 9 Steps

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Midyear money check-ups are important. Six months of the year are gone, January resolutions to get our money organized are long behind us, and we're faced with some of the same money questions and situations that we started the year with.

As a certified financial planner who launched her own business last year, and whose husband recently transitioned out of active duty service in the military, a midyear money checkup was a must in our household this year.

Read on for nine steps I took to tune up our finances in a year that hasn't gone quite as planned:


Mary Beth Storjohann is a certified financial planner for Gen Y. She created Nine Steps to Workable Wealth to help you make smart choices with your money.

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