The goal: Dedicate 1 hour a day, for 7 days, and improve the health of our finances. Hour 3 (00:00 – 50:00) Simplify our finances – Schedule recurring online payments. Establish direct deposits. Organize, file, and purge old bills, checks, and other related documents. Hour 3 (50:00 – 60:00) Reevaluate current filing system – Can I make documents easier to…
Author: NCN
Dedicate 7 Hours For Healthier Finances – Hour 2
The goal: Dedicate 1 hour a day, for 7 days, and improve the health of our finances. Hour 2 (00:00 – 50:00) Gather, organize, make copies of, and decide how to preserve, store, and protect important documents – Important Documents Birth Certificates Social Security Cards Passports Marriage License Driver’s License End of Life Documents List of Financial Accounts Car Titles…
Dedicate 7 Hours For Healthier Finances – Hour 1
The goal: Dedicate 1 hour a day, for 7 days, and improve the health of our finances. Hour 1: (00:00 – 15:00) Calculate how much money we actually have – Non-Retirement Balance Checking Account(s) Savings Account(s) CD(s) Cash Etc. Total Retirement 401(k) / 403(b) Roth IRA IRA(s) Pension(s) Etc. Totals Hour 1: (15:00 – 30:00) Calculate how much money we…