During times of economic turmoil, planning for your financial future can be a challenge. With that in mind here are some suggestions that offer you peace of mind and also simplify your life.
At least once a year, write down your investment goals and what strategies you will use to achieve them. Writing it down will help keep you focused.
Instead of giving money to several different charities, pick one or two that are important to you, and give a larger amount of money to each one. This type of directed giving not only makes more sense, but also makes it easier to track your donations at tax time.
Inventory your household possessions. the best way to do this is to make a list and then document your possessions using a camera or video camcorder. Keep your inventory in a safe place such as a safe-deposit box. An inventory will help you in the event you need to submit a claim to your insurance company.
Use one insurance agent and one financial advisor for your transactions.
If you have doubts about entering into a transaction, don’t do it. You will probably save yourself money, time, and aggravation.
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