we are at the end of our 12 Week Check-Up Series! For those of you who have
followed diligently over the past few weeks, we hope that you have completed all
week we are focusing on estate planning – specifically, creating a will. In the
BVI, many persons die intestate
(i.e. without a will), leaving their loved ones embroi...
week, we encouraged you to examine your retirement plans. You should have done
some research on your expected Social Security and pension benefits and have a
sense of how m...
weeks 7 and 8, we examined your risk management strategies: having an emergency
fund that prepares you for the unexpected and making sure you are properly
covered with the ri...
Last week we examined one risk management strategy. We focused on the need to prepare for the unexpected by creating and/or building an emergency fund.
This week we look at anoth...
Believe it or not, we have completed half of our 12 Week Check-Up
series. So far, we’ve looked at the importance of knowing the money coming in
and going out of your househ...
In week 5, we encouraged you to make saving easy by setting up direct deposits to your savings account.
The next step in the 12 Week Check-Up is to review your debt. As you may ha...
week, we recommended that you take a look at your day to day spending habits,
determine what you will do with the extra money and do some research on apps
that can help you...
In week 3, you told your money where you wanted it to go – you created a budget. At the end of each month, you will need to review your budget and compare what you estimated ...
In week 2, we urged you to turn your resolutions which are usually general in nature into SMART goals by making them Specific, Measureable, Attainable, Realistic, and Time-bound.