Episode 18 | 7 Year-End Money Moves You Should Make | Guest: Talaat McNeely
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Descrizione
2020 is almost over! It is time to get your year-end plan together. And in this episode, we are talking with Talaat McNeely from HisAndHerMoney.com about the year-end money moves...
mostra di piùListener questions answered:
What is the best way to start saving for a child's future college fund?
Should I rent and save 15% for retirement or reduce my retirement savings and put it toward a down payment on a house.
Other notes:
Moves you should make before year-end
1. Review your last 12 months of spending
2. Obtain a recent copy of your credit report
3. Take a look at your debt balances
4. Establish new short-term goals
5. Assess all of your investments
6. Determine your contributions to charity
7. Make sure you have sufficient life insurance
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Informazioni
Autore | Art Rainer |
Sito | - |
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