Taking these steps on a regular basis will help ensure that you are on the right fiscal track.
❑ Take Stock, Locate, and Protect all of your important documents.
Know what your assets are and the amount of debt you carry; keep it current.
Establish an annual/monthly/weekly budget that accurately takes into account your income, expenses and savings goals.
❑ Have a Strategy
Work with a financial advisor to establish a well-considered plan for your future that includes proper insurance measures and consolidation of debt.
❑ Monitor Regularly
Run credit and Social Security reports every year on your birthday to make sure your information is accurate.
❑ Evaluate Regularly
Check your finances to ensure you are maximizing and protecting your investments (mortgage, retirement, benefits, etc).