Follow on Google News News By Tag Industry News News By Location Country(s) Industry News
Follow on Google News | Spring Cleaning? Start with your Filing Cabinet!Time to dust off your filing cabinet and get your financial house-keeping in order. Author Jane Blaufus offers 7 Sweat-Free Steps to help you get financially-sound this Spring.
By: SPARQ STREET Communications Spring is a great time for a checkup in regards to getting your finances in order and making sure that all of your necessary documents are in one central place and easily accessible. However, it goes beyond just getting organized. It is also about having courageous conversations with yourself, then your loved ones and then engaging the proper ‘professionals’ Here are 7 Easy and Sweat-Free ‘Financial’ 1. Make sure that everything that needs to be discussed with your partner and family has been, even the difficult conversations. 2. Make sure all of your information and documents have been complied and placed in one central location. 3. Make sure that you have added your partners name to all household bill/utilities accounts so they are authorized to deal with company contacts. 4. Make sure you have had a conversation with the person you have chosen as your executor and have asked them to accept the role. 5. Make sure you have legal guardians appointed for your underage children and have asked them if they will take on this role. 6. Make sure you have recently reviewed your will, pre-estate documents for financial, and health matters to make sure they are up-to-date. 7. Make sure that the life, critical illness, disability insurance, etc., you have in place is adequate to meet ‘today’s’ needs. Financial spring-cleaning is often not top of mind for most people, but think about it for a moment, if having a well organized house makes you feel good and like you have taken charge, how critically important would it be for you to be in control if for some reason your life as you know it changes this Spring. To find out more financial spring-cleaning tips visit www.janeblaufus.com. Follow Jane on Twitter @janeblaufus Jane Blaufus is an Author, Professional Speaker and Catalyst for ‘Courageous Conversations’ To book Jane for an interview or to provide commentary, please contact: Rania Walker Phone: 416-258-8953 E-mail: rania@sparqstreet.com www.sparqstreet.com End
Account Email Address Account Phone Number Disclaimer Report Abuse Page Updated Last on: Mar 20, 2013
|
|