End of the year financial advice everyone can use.
Even though October just started, the end of the year will be here before you know it. Taking the right steps to get your finances ready for the new year a couple of months early can help to ensure that you are ready to take on 2016. Keep this financial advice in mind to get your bank account ready for the new year.
- Look at your retirement plan asset allocation – talking with a financial planner will help you ensure that your retirement plan is on the right track. Waiting until the end of the year will mean having to compete with the end of the year rush that comes along with locking in rates.
- Order your credit report – before the holiday shopping rush, order a copy of your credit report so that you will have a better understanding of your credit score. Having your credit report will also give you the chance to find any issues or discrepancies so that you can dispute them as soon as possible.
- Review your life insurance – taking a look at your life insurance policy at the end of each year can help to make sure that your coverage matches any changes that happened throughout the year. Make sure you have enough coverage to protect all of your loved ones when you are gone.
- Start your holiday shopping – even though you are likely still gearing up for Halloween, it is a good time to get a jumpstart on your holiday shopping. Starting early means you can miss all the crowds and will make the holiday season a little less stressful.
To ensure that your finances are protected with the right insurance coverage, contact Gee Schussler Insurance Agency in Orland Park, Illinois. We will work with you to make sure that you have the protection that you deserve, all at the right price to fit your budget.
