A Month of Money Smarts: A Week-by-Week Guide to Tackling Top Financial To-Dos

A Month of Money Smarts: A Week-by-Week Guide to Tackling Top Financial To-Dos

They say time is money—and at LearnVest, we’re all striving to save both.

But when you’ve got a lot on your plate, it can be easy to put managing your finances on the back burner—that is, until the proverbial smoke starts to appear.

Before you know it, you're behind on all your financial to-dos, and you've got a mountain of paperwork that puts Everest to shame.


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One way to help avoid that dreaded pileup is to break down your money tasks into bite-size pieces that you can tackle each week.

This way, you aren't left at the end of the month stressing over everything you didn't have time to do earlier in the month.

Not sure where to start?

In our video below, LearnVest founder and C.E.O. Alexa von Tobel outlines four simple yet progress-driven money moves that you can cross off your to-do list each week.

Think of it as a quick monthly guide that can help you better manage your time, money—and even your sanity.

LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc., that provides financial plans for its clients. Information shown is for illustrative purposes only and is not intended as investment, legal or tax planning advice. Please consult a financial adviser, attorney or tax specialist for advice specific to your financial situation. LearnVest Planning Services and any third parties listed, linked to or otherwise appearing in this message are separate and unaffiliated and are not responsible for each other’s products, services or policies.


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