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As both world and life circumstances change, consider running through this checklist of items to review at the midyear mark. Evaluate your budget.Remember to include how much you plan to save each month in your budget. The key to saving is to pay yourself first. Accurate financial picture. Make sure your system checkup includes these important components. Set up your MyHerkimer Account. Financial Aid checklist. Important information about your financial aid. A Financial Checklist for Your Newly Minted High School Graduate.