Category Archives: Insurance

Getting Organized Financially: Take Small Steps To Make It Happen.

First ask yourself why. Why take the steps you are considering taking to get organized in your financial life? Will you feel better mentally and emotionally by reducing clutter? Will you save money and time by being able to find … Continue reading

Posted in Financial Goals, Financial Records, Getting Organized, Insurance, Uncategorized

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 | Leave a comment