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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. Since that time, I have automated most of our financial transactions, but I still rely on my list to keep me in check. auto insurance.

Finance 130
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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. Bills to review: home owners insurance. auto insurance.

Finance 100
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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 clean up the electronic and paper files and start organizing the information our accountant will need to do our taxes. Set financial goals for the year.

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5 Things You Should Know When Planning Your Financial Future

Prairie Eco-Thrifter

One of the most important things in life is to find ways to achieve your financial goals. However, planning for your financial future can be tricky and complicated because there are many things to prepare for and arrange. A life insurance policy is probably the first thing most people buy.

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

Prairie Eco-Thrifter

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
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Carnival of Personal Finance #316- Family Edition

Prairie Eco-Thrifter

It was during this rather taxing weekend that I was reminded of how great a loving family can be. They are also there working with you to help you reach your goals; even those financial goals. Tom Drake from Canadian Finance Blog clarifies our Understanding of Term Life Insurance.