Ep 043: Organize Your Finances for 2018

Tips to helping you build your financial plan for the New Year:
- Get a full view of the financial “you”: Locate and review your tax return, insurance documents, pay stubs, and other paperwork
- Review your employee retirement contributions annually
- Insurance needs change: Meet with your agent to discuss life changing events that may afford you discounts
- Are you prepared for a financial crisis? Prepare for loss of income and potential identity fraud
- Be proactive: Make sure that the right people are in line to inherit your nest egg