Eating the Frog-Financial Planning checklist

[alevin]

found this today-Excellent reference for us all. My biggest shortfall in general is on the Estate side, how's everyone else doing?

Amid the goals you set for the New Year, get a handle on your financial situation in 2011. Because when it comes to finances



"getting by" can mean "getting left behind."


the following checklist of "the basics" helps evaluate where to focus your attention. Debt, mortgages, loans, insurance, retirement planning, college savings, "rainy day" money, 401(k) contributions, ROTH vs Traditional IRAs, investments, estate planning, budgeting...

Give yourself a point for each of the following items on the checklist (at the link) you feel you have under control:....

http://www.financialsense.com/contributors/cathlyn-harris/2010/12/30/eat-the-frog-first



and then-decide for 2011:

1. 1. What is my biggest financial concern, and
   2. How soon do I want it resolved or achieved?

   Pick that one item to focus on in the coming year and make a plan to get it shaped up.
   
   
   
   Like most seemingly insurmountable big projects, understanding financial issues is really a matter of focus and priorities

.....check out the checklist at the link everyone, its excellent!

http://www.financialsense.com/contributors/cathlyn-harris/2010/12/30/eat-the-frog-first

FWIW, I personally need think hard about making a will this year-finally, :embarrest:

 

[Boghie]

Nice find...

I think most here will be fine, but one always has areas to work on. I still have some family debt to work on. I want to get the credit cards fully paid off before Bernanke starts defending the dollar.

Yuk...