The 6 Areas of Finance
- Debt/Cash Flow
Do you have your total financial house in order in all 6 areas above?
This week take 10 minutes go through the 6 areas and see if everything is in order.
- By that I mean is everything your doing tax efficient?
- Are you doing tax planning?
- Is your estate in order - I read earlier this week Aretha Franklin died without a will. She is not the only one and it goes to show you few people have everything planned. At the very least get your will done if you don't have it.
- Have you properly protected yourself against all risks
- When was the last time you had your insurance reviewed?
- Is it enough?
- Do you have critical illness and life insurance?
- Investments - it might be time for a second option.
- how much are you paying your advisor?
- how can you increase your cash flow?