article thumbnail

7 Ways to Spring Clean Your Finances

Family Balance Sheet

It is a good idea to review your credit report periodically to check for any fraudulent activity , such as identity theft. Tasks might be as simple as ‘reconciling’ or more complex like ‘paying the office payroll taxes’ and at that time, I definitely added ‘Pay Rent’ to that first list. auto insurance. life insurance.

Finance 130
article thumbnail

7 Ways to Spring Clean Your Finances

Family Balance Sheet

It is good idea to review your credit report periodically to check for any fraudulent activity, such as identity theft. Tasks might be as simple as ‘reconciling’ or more complex like ‘paying the office payroll taxes’. Bills to review: home owners insurance. auto insurance. life insurance.

Finance 100
article thumbnail

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