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 3
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:
Have you had your estate plan reviewed recently? If you have moved, had a change in your family situation, or a change in your financial status, you may want to schedule a review with your advisor.
Does your estate plan provide for the naming of guardians for your children and an executor of your estate? Does your estate plan reflect the new estate tax laws? A qualified attorney can help ensure that your plan is up to date.
Take control of your financial future by giving yourself an annual financial check up.
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