A trusted contact or loved one needs to be able to step in and open your financial closet, understand your financial situation, perhaps even manage your health care, and make needed decisions. Here is the key allowing them to do so.
We all have a special keepsake box that holds precious items we want to pass on. Week 3 of Cleaning Your Financial Closet looks at how organizing your estate planning and insurance can help you to do so.
What goals are important to you? Are they aligned with your Core Values? Shari Reiches shares a story that may provoke some thoughts...
In Week 2 - Organizing Your Financial Wardrobe, I’m going to bring “personal financial styling” to your financial closet!
How is “WFH” going for you? Shari Reiches shares 5 tips on working from home effectively.
Follow my 4 week path to a clean financial closet! Here's Week 1 - Clean Up Your Spending and Saving