Remove Analysis Remove Deals Remove Finance Remove Financial Goals
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Financial Tasks for First Quarter

Prairie Eco-Thrifter

Our personal finances obviously require attention all year long. For example, once a quarter, I review our asset allocation actuals against our target allocations and come up with a plan to discuss and implement based on the analysis. Clean out and organize paper files for personal finances. Set financial goals for the year.

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How to Make Good Financial Decisions

Prairie Eco-Thrifter

Consider the best and worst case scenarios and how you would deal with each one if you make this decision. If you decide that you should diversify your finances, you will need to figure out how (perhaps by choosing an asset allocation model), and then do transactions to make it happen. Make the best deal you can.

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