I have a theory that just about everyone has important financial To-Do items sitting on their To-Do list. However, those financial To-Dos often just sit there because there isn’t a looming deadline to make them seem urgent (“Save for college and retirement? Oh that’s so far away!”). You can read more about my philosophy in It’s on your To-Do. Let’s get it To-Done!
Let’s say you decide to address those To-Do items so you create a financial plan. Well a plan will not help you if you do not implement it! So let’s take you from Financial Planning to Financial Doing! For those of you who have taken the step of creating a plan, I would like to give you some easy things to do so that you can get some momentum going on your path to Financial Doing!
Here are some quick things you can do and knock off of your To-Do list…
Social Security
If you are under 60 years old, the government does not mail you a Social Security Benefits statement any more. Learn how easy it is to pull up a copy of your statement online in my blog post Full Social Security Statements Now Available Online.
Annual Credit Report
You know you should get your free copy of your credit report each year, but with so many advertisements you aren’t sure where to go. I clear up the confusion in my blog post Annual Credit Report: Where to go to get your free credit report.
Lost Money
This one is just a “no brainer”; it takes only a few seconds to check to see if you have lost money. One in ten Missouri residents does. Are you one of them? Missouri Unclaimed Property: Are you due some money?
Take the first step today to change your Financial Planning to Financial Doing, I promise, it will feel great to finally start attacking the To-Dos!