Prairie Eco-Thrifter
JANUARY 2, 2019
Insurance plans are a vital part of every person’s life for it acts as a safety net for when an individual is in need of monetary assistance due to certain circumstances. Before proceeding further, it is crucial to know what is term insurance and what is meant by pure protection plan. What is term insurance?
Family Balance Sheet
MARCH 11, 2021
Review your Yearly Goals. On January 1st, many of us are very gung-ho about writing goals but are we as enthusiastic about those goals on March 12? 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. auto insurance.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Family Balance Sheet
OCTOBER 10, 2014
By the end of the month, my goal is to help you have a detailed financial plan for your family. Do you go into panic mode when your car insurance bill arrives? Does your property tax bill give you anxiety? Our personal escrow fund includes: home owners insurance – due yearly. auto insurance – due yearly.
Family Balance Sheet
MARCH 12, 2015
Review your Yearly Goals. On January 1st, we’re so gung-ho about writing goals, but are we just as enthusiastic about those goals on March 11? Refresh your memory with what you were thinking at the beginning of the year and review your yearly financial goals. When reviewing your goals, did you use the S.M.A.R.T.
Prairie Eco-Thrifter
FEBRUARY 23, 2016
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. Update business records.
Prairie Eco-Thrifter
JULY 4, 2011
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. If we put our mind and actions to reaching a goal then we will complete it. Have you ever derailed your goals?
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.”
Expert insights. Personalized for you.
185 
Let's personalize your content