December 21, 2020

TAGGED AS: Banking Basics

COVID-19 Financial Health Checklist

The economic impact of COVID-19 has inflicted financial hardships on tens of millions of Americans. Regardless of your income level or stage in life, the pandemic’s disruption of day-to-day life may have thrown financial goals off course and forced you to delay important personal and financial milestones, such as purchasing a home or setting a date for retirement.

Whether you’ve suffered a partial or total loss of income, experienced heavy losses in your investments or retirement accounts, or had your financial plans affected in other ways, you may need to create a new plan to get your financial health back on track. To do this, you’ll want to take a long, hard look at your current financial outlook, including your monthly expenses and expected income, and set new budgets and savings plans to help your finances recover from the impact of COVID-19.

We’ve put together a checklist that guides you through this evaluation and decision-making process.

To download this checklist as a PDF, click HERE