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Investing Specialists

How Much Cash Do You Really Need?

Answering these 8 questions can help you right-size your allocation to liquid assets.

Getting financially fit--and staying that way--isn't something you can knock off on a Saturday morning. Rather, like any worthwhile project, it's a goal that's best accomplished as a series of smaller steps.

I developed my 2017 financial to-do list as a means of helping you spread all of the important financial-management tasks throughout the year. So far in 2017, I've tackled evaluating your savings rate and optimizing retirement-plan contributions (January); rebalancing and getting organized for tax season (February); making IRA and health savings account contributions (March); and organizing your financial records (April).