4 Tips to Get Your Finances In Order

June 26, 2018
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1. TAKE A HARD LOOK AT YOUR CREDIT CARDS
Even though new credit cards are equipped with computer chips that make it harder for hackers to hijack your data, it’s a good idea to check your statements to make sure there are no mistaken or duplicate charges.

2. CHECK YOUR CREDIT REPORTS ANNUALLY
It’s free to check your credit reports to ensure no one has used your name or identity to open false accounts or make unauthorized purchases. The problem of identity theft is growing. The Federal Trade Commission says identity theft complaints increased by 47% in 2015, with tax-refund fraud leading the way.

Learn more about getting your free reports here.

3. REVIEW YOUR INSURANCE POLICIES
Take a close look at your home, auto and life policies to make sure you actually have the coverage you need and are not over- or underinsured. If you name beneficiaries, are they up to date?

4. DO AN OVERALL FINANCIAL REVIEW
Step back and take a fresh look at your net worth composition, your investment portfolio and your overall financial situation.

Are you on track for retirement? Does your portfolio need rebalancing? Does it match your risk tolerance? Is your estate plan up-to-date? Are beneficiaries designated properly?

Email us if we can help you sweep away any financial clutter and clear the way for success throughout the year!