Time for a financial checkup
Updated: January 7, 2009
Certified Financial Planner Curt Anderson says it`s time to have a financial checkup to check on the following:
Decrease Debt
Investments
Emergency fund
Check credit
Evaluate insurance
Monitor flex acct.
Examine bank/credit accts
Make sure your debt is decreasing. Determine if your investment strategy is working.
Make sure you have an emergency fund. Check your credit report.
Evaluate your insurance coverages. Monitor your flexible spending account. Examine your bank and credit card accounts.
WHEN YOUR CHECK UP IS COMPLETE? Put an action plan in place. Be specific. Be realistic. Be optimistic.
