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Everything You Need to Know to Get your Money and Life in Order

| July 06, 2018
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Financial Fitness for Women

I ran across this great article. Here are some of the highlights. Some of the basics include "Getting Organized" and "Budgeting". There are some good tips in the article. I like the "Lifetime checklist" idea. I use something like this myself. I keep all personal and financial information, including how to access, in a safe place where my loved ones can find it.

One of the focuses of my practice is retirement planning. "How much do you need?"  This is a common question and one that I help people figure out. In the article. there are some steps you can take to help you figure out what your number is. I like to expand on this question. Imagine yourself in retirement. What do you plan to do and how much will it cost? Two common questions I answer for my clients..."When can I stop working?" and "How do I make sure I don't run out of money?"

https://www.marketwatch.com/story/everything-you-need-to-know-to-get-your-money-and-life-in-order-2018-06-29

"Live, Plan and Invest with Purpose"

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