Getting financially organized – Class

Join us on September 23rd at 10am for Getting financially organized, presented by David Reardon, Financial Advisor from Reardon and Associates
If you’re not sure what you have, then how do you know it’s perfect?

When asked about where you are currently with your finances, do you know…
– How much you save every year?
– How much you have in the bank?
– How much insurance you have in place?
– How much you have remaining on your home mortgage?

Too often the answer is, “I don’t know.” So how can you be moving forward in pursuit of optimal financial outcomes when you’re not really sure what you have or more importantly how it all fits together?

What kind of financial disadvantages could I face by being disorganized with my money?
– Not saving enough
– Not having the proper protection in place
– Not having enough short-term liquidity
– Overpaying taxes
– Taking too much risk
– Having a mortgage payment that’s too large

It’s the not knowing that leads to these types of financial hurdles. It’s important to always have a clear and updated view of your finances.

This workshop can help you to stay organized, by allowing you to:
– Know how much you save every year
– Keep updated account values daily. You will be able to see how much your mutual fund is worth and how much you still owe on your car — all in one place
– Create an electronic vault to store important documents like tax returns, investment statements and insurance policies