Year-End Financial Check Up
Updated: January 7, 2009
The end of the year is quickly approaching and it`s time for your annual financial check-up.
As shared by Donna Greene of First Busey Securities (Member NASD/SIPC) on "The Morning Show."
YEAR-END FINANCIAL CHECKLIST
-Know what you have
-Develop a plan
-List household contents
-Review your will and important documents
-Check your Social Security earnings history
-Review insurance policies
-List trusted advisors
18 DECEMBER 2003
