10/07/2026
October Financial Check-In: Spooky Season, Not Spooky Finances! ๐
As the leaves change and pumpkin spice takes over, itโs a great time to give your finances a quick seasonal refresh before the holiday rush officially kicks off.
Here are 3 quick moves to make this month:
๐ Audit the "Ghosts" in Your Bank Account
Are old subscriptions or forgotten free trials quietly haunting your monthly statement? Take 10 minutes to review your recent transactions and cancel anything youโre no longer using.
๐ฆ Set Your Holiday Budget Early
Gift-giving, travel, and festive gatherings can sneak up fast. Outline your overall spending limit for November and December now so you can start setting aside small amounts each week instead of taking a hit all at once.
๐ฅ Review Your Year-End Tax & Financial Goals
With less than 90 days left in the year, check in on your tax strategy, retirement contributions, or savings targets. Making small adjustments now ensures you finish the year on a high note.
๐ผ Need a partner to help navigate your financial goals?
At JL Money Matters, weโre here to help you take the guesswork out of planning. Drop us a message or visit our website to schedule a consultation! www.jlmoneymatters.com