March 8th, 2013
There are at least 3 documents that should be completed on “Money Day” each year. What are they?
There are at least 3 documents that should be completed on “Money Day” each year. What are they?
The Financial Plan, The Yearly Net Worth Statement, and your taxes.
I will give you credit for the answer Katherine, but I tend to place doing your taxes on a separate day because “Money Day” can take place at any point in the year which may or may not connect to tax season. The big three are The Financial Plan, The Yearly Net Worth Statement, and a review and modification (if necessary) of The Spending Plan. All three can be found on my website via examples and instructions. Start TODAY!