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What Is Financial Planning? | Bankrate

Savings Corner

Bankrate’s AdvisorMatch can connect you to a CFP® professional to help you achieve your financial goals. Here’s what financial planning is all about and what you need to know to get started. What is a financial plan? Taxes – How can you minimize your tax bill and ensure the money is there when you need it?

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Spring Clean.Your Finances

Family Balance Sheet

Welcome in the beauty of the season with 5 Steps to Spring Cleaning Your Finances Review your 2011 Financial Goals. Did you make some financial goals for 2011 back in January? Take some time this month to review your goals. Check your credit report for errors or unauthorized activity.

Finance 127
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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Refresh your memory with what you were thinking at the beginning of the year and review your yearly financial goals. You’re now in the trenches of the new year, do those goals still make sense? When reviewing your goals, did you use the S.M.A.R.T. method when you wrote them? Are they: S – specific. M – measurable.

Finance 100
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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Do our goals still make sense now that we’re in the trenches of the new year? Take some time to review your yearly financial goals. SMART goals are: S – specific. It is a good idea to review your credit report periodically to check for any fraudulent activity , such as identity theft. M – measurable.

Finance 130
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Financial Tasks for First Quarter

Prairie Eco-Thrifter

Of course, there are some tasks that are dictated by others, such as when we must pay taxes or submit certain information to government entities. I have two LLCs, one for a vacation rental and the other for my online activities. After 44 years of marriage, we have collected quite a bit of financial information.

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How to Make Good Financial Decisions

Prairie Eco-Thrifter

Know about hidden costs or conditions – such as pending tax levies or unpaid encumbrances for which you will become responsible, the costs of any professionals you need to use, such as lawyers or title searchers. Do a financial analysis to determine if buying a home will move you towards your financial goals or away from them.

Making 240
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Carnival of Financial Planning – Money Management Edition #236 – May 11, 2012

Prairie Eco-Thrifter

Savvy Scot controversially talks about how to spend money and what so many financial bloggers are doing wrong! Debt Guru presents Actively Avoiding Debt posted at Debt Free Blog , saying, “Find out how you can actively avoid debt by not having a wish list or items that you want to buy next.”

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