Financial Question Time

Does your money situation make you feel messy or clean?  Maybe it’s time to knuckle down and ask a few questions to help you get on top of your personal financial situation.  Try these on and see how well you go!

Can you easily locate where are your important financial papers are?

Are your tax returns all lodged and up to date?

Do you know what you have in your bank account/s at any given time?

Do you have a current and valid will and power/s of attorney?

Do you need to review your life insurance and protection strategies?

What can you do today to make some progress to get on top of your financial situation?

Can you duck out and purchase some folders or storage boxes to do some filing?

Do you need to ask for friendly help or professional assistance?

I’m sure you’ll find It’s amazing how much more in control you will feel when you’re on top of your organization!

These questions aren’t about having more money, just simply honoring what you do have in an orderly fashion.

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