9 Ways I Changed My Finances In 2023
1. New ROTH IRA account
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I switched over to the Robinhood ROTH IRA, because they are matching contributions.
2. Joint Checking account
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This is the first time I have ever had a joint account of any type.
3. Increasing my ROTH contributions
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4. Increasing the amount I contribute each month to my investment account
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5. New credit card
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AMEX Platinum Card
They offered a really high points reward and other benefits that I will be taking advantage of.
6. New Savings Account
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Finally opened an Ally Online Savings account that will be my emergency fund account.
7. Created new financial goals for 2023
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8. Dumped a dud stock
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Maybe I will regret this one day, but I don't think so. I sold out of The Honest Company - HNST. And reinvested the money elsewhere, I just think there are better opportunities out there.
9. Created my Harness Money Binder
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I already had many of my essential money documents. Now they are all in one place and I will update them on an as needed basis.
Did you consider Chase Sapphire Reserve to your Amex? Have had chase card for years, but would consider switching if it makes sense.