Taking a Financial Inventory: Part 1
When was the last time you took inventory of your finances? And we mean not just the usual "logging into your bank account to see how much money you have left" inventory, but really took record of everything you own? Until last year, the two of us had never taken a full financial inventory either, but now that we have, we couldn't recommend it more!
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Taking a Financial Inventory Part 2
We're about to talk about something super important - getting our financial lives together. We know, it sounds a bit boring-ish, but trust us, it's crucial, and it's not as mundane as it sounds. Last week, we chatted about gathering all the necessary documents to tackle our financial future. Now, we're diving even deeper into the nitty-gritty - our bank accounts, investments, insurance policies, and more. Knowing where we stand financially is like unlocking the secret to achieving our money goals. And guess what? It all starts with something called a financial inventory.
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How to Protect Yourself from Fraud
Did you know fraud happens all the time? Yes, even here in small town southern Illinois! Fraudsters in our area are becoming more and more bold in their efforts and in ways we've never seen before. When it comes to fraud, your community bank can become your greatest wall of defense against some of the examples we will share with you. We will be talking ways to build a relationship with your bank to ensure you'll never be caught in the midst of a fraudulent scandal. Whether it's fraud over the phone, in person, through a stolen check, or online, you'll get the best tips on how to best protect yourself and your finances.
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So, You're Getting Married
Planning your wedding is exciting, but don't forget about the practicalities of marriage, like merging your finances! Allow us to guide you through crucial financial decisions before and after the big day. From changing your last name to navigating joint bank accounts, we've got you covered. Learn about the process of updating your legal documents and explore options for managing finances as a couple. Whether you choose to combine your accounts or keep them separate, communication and trust are key. Join us as we help you build a solid financial foundation for your happily ever after. Congratulations on your upcoming marriage!"
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Getting Started with a Financial Advisor
Are you looking for insights on managing your finances and building lasting financial security? In this blog post, we interview John Forbes, a seasoned financial advisor who believes in the power of mutual trust and personal relationships. Learn how John and Forbes Financial Group go beyond traditional advisory roles by fostering a supportive community and focusing on behavior management. Whether you're just starting your financial journey or looking to fine-tune your retirement plans, this post offers valuable advice and practical tips to help you achieve your financial goals.
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