The MyFriendAlex Money Checklist
10 money moves every adult should understand — from your 401(k) match to beneficiaries, emergency funds, investing basics, and estate planning.
What's on the checklist?
0 of 10 reviewed
Progress stays in this browser. Mark an area reviewed after you check your own situation; you can reopen it anytime.
Understand your 401(k) match
Free money from your employer — make sure you're getting all of it.
Open the related tool or guide →Set up beneficiaries
Who gets your accounts if something happens? Most people skip this.
Open the related tool or guide →Build an emergency fund
3–6 months of expenses saved in a high-yield savings account.
Open the related tool or guide →Learn index fund basics
Understand what index funds and ETFs are before you invest.
Open the related tool or guide →Start a simple budget
Track your money without making your life miserable.
Open the related tool or guide →Check your insurance coverage
Health, auto, renters/homeowners, life — are you covered?
Open the related tool or guide →Understand Roth vs Traditional
Know the difference so you make smarter retirement choices.
Open the related tool or guide →Know your net worth
Assets minus debts. The simplest snapshot of your financial health.
Open the related tool or guide →Create a basic will
It's easier than you think, and your family will thank you.
Open the related tool or guide →Build wealth-building habits
Automate savings, invest consistently, avoid lifestyle inflation.
Open the related tool or guide →