Family Balance Sheet

MARCH 11, 2021

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

Finance Cleaning Goals Insurance 130

Family Balance Sheet

MARCH 12, 2015

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

Finance Cleaning Financial Goals Goals 100

Prairie Eco-Thrifter

MAY 10, 2012

PFP presents Investment Tax Management posted at Pasadena Financial Planner , saying, ” As you move your cash, bond, and stock financial assets into lower cost, more broadly diversified investment mutual funds and/or ETFs, you should also consider how to “locate” your investment asset allocation with respect to more optimal taxation.”

Money 113

Money May 2012 Debt 113