Your choice of a free annual Parks Pass or Fitbit is included with the completion of a free Financial Checkup and one new service, excluding adult share savings account. (westerracu.com)
ACTION ITEM: Take some time to fill in each of the nine Financial Advice Needs Assessment forms that are listed at the back of the book — including the Annual Financial Checkup form that should be filled in annually. (moneysense.ca)
With an average net worth of $ 165,700 for Americans 55 to 64, those five years from retirement should conduct a thorough financial checkup.» (cnbc.com)