Monthly Archives: March 2012

Financial Checklist for 2012… and every year

There are many financial documents and steps that you should review or complete each year, and others that it is important to do at least every few years. Here are some important financial tasks to consider completing during the calendar … Continue reading

Posted in Estate Planning, Expenses, Financial Goals, Financial Plans, Financial Records, Identity Theft, Insurance, Investing, Retirement Planning, Saving for College

No raise in a while? Re-evaluate your spending and priorities

Been a few years since you had a raise? If so, you may find that prices have risen even though your salary has not. As a result, it is important to re-evaluate your spending. If you are spending in the … Continue reading

Posted in Expenses, Financial Plans, Non Financial Resources, Spending