12-Point Checklist For Financial Planning

Here is a 12-point checklist to consider when going into financial planning.

Do you have a lawyer?
Do you have a will?
Do you have an executor?
Do you have a guardian for your children?
Do you have a revocable living trust?
Do you have a durable power of attorney covering healthcare?
Do you have a durable power of attorney covering financial matters?
Does your family know who your lawyer is?
Does your family know where your important papers are?
Do you have life insurance?
Do you have disability insurance (short-term and long-term)?
Do you have long-term care insurance?

Here are a few recommendations for reading up on securing your financial situation.

  • “Smart Women Finish Rich” by David Bach.
  • "Smart Couples Finish Rich” by David Bach.
  • “The 9 Steps to Financial Freedom” (and other titles), by Suze Orman.
  • “The Wealthy Barber” by David Chilton.

<HOME>

Leave a Comment

Comments

Register

Sign-up for your account with Veterinary Practice News Canada. Your account gives you unlimited free access to our Newsletter Archives and our Digital Editions of Veterinary Practice News Canada.
Please check the box below to confirm you would like to be added to Kenilworth Media’s various e-mail communications (includes e-newsletters, digital editions of the magazine, a survey now and then, and offers to the veterinarian industry*).
 

Leave this empty:

*We do not sell your e-mail address to 3rd parties, we simply forward their offers to you. Of course, you always have the right to unsubscribe from any communications you receive from us, should you change your mind in the future.