Thursday, June 29, 2006
Taking Your Annual Financial Pulse
An annual financial checkup is the most important part of the financial planning process. Yet many people downplay its significance.
This annual review is an opportunity for you and your financial planner to examine your strategy, or "to do" list, and measure the progress you're making toward your goals.
It's also a time to incorporate any new life changes that have occurred during the past year -- the birth of a child, the death of a loved one, a new marriage, a business startup or expansion, or even a major purchase -- into your financial plan to help you chart a new course, if needed, or to further affirm that you're on the right track. Remember, your life is dynamic, not static, and your financial plan should be as well.
Taking Your Annual Financial Pulse
Source: The Street
This annual review is an opportunity for you and your financial planner to examine your strategy, or "to do" list, and measure the progress you're making toward your goals.
It's also a time to incorporate any new life changes that have occurred during the past year -- the birth of a child, the death of a loved one, a new marriage, a business startup or expansion, or even a major purchase -- into your financial plan to help you chart a new course, if needed, or to further affirm that you're on the right track. Remember, your life is dynamic, not static, and your financial plan should be as well.
Taking Your Annual Financial Pulse
Source: The Street
Permalink posted by armandn @ 7:10 AM 
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