Lite Rock 105 & Washington Trust's Money Minute Blog
LiteRock 105 & Washington Trust are happy to bring you tips and information every weekday on how to keep your finances in order and safe. Check back every day as we give you our on-air audio reports from Jones & Heather in the Morning and Tony Bristol, our blog and your comments. We're here to help your financial present and future.
Give Yourself an Annual Financial Check Up Part 2
Many people get an annual medical check-up but neglect to take the same care with their finances. Reviewing your financial affairs regularly can help you reach your financial goals faster, potentially save on taxes, and give you peace of mind. Here are some areas to consider:
Are you saving for a child’s college expenses? Have you investigated Education IRAs or 529 Plans?
Regarding investments, do you have an asset allocation plan to serve as a framework for your individual investment decisions? Does your investment strategy match your time horizon and risk tolerance? A qualified financial planner can help ensure that your investments are on track to achieve your financial objectives.
Take control of your financial future by giving yourself an annual financial check up.
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John Palumbo of RI Monthly stops by to talk about the Best of RI 2010 issue.
