Sentences with phrase «financial checkup»

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.

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.

With an average net worth of $ 165,700 for Americans 55 to 64, those five years from retirement should conduct a thorough financial checkup.»

For one, you can take a five minute financial checkup right from their homepage to see how you're doing financially.

Do a mid-year financial checkup: Take the time to do a review of your tax planning, retirement savings, home, health and life insurance needs and do a mid-year check of your spending and emergency fund levels.

Financial Checkup includes obtaining your credit report.

You and your spouse should aim to do a joint financial checkup at least once a year, and preferably every six months.

«Regular financial checkups are just as important as physical checkups,» he says, «and checking your credit score is a simple way to get a quick view on the state of your finances.»

(Link to my article Mid Year Financial Checkup) Don't get bogged down in details.

** Click here to schedule your free financial checkup or call 303-321-4209.

Is it time for your annual financial checkup?

Stephen J. Sheinbaum, president and CEO of Merchant Cash and Capital, recently offered some tips, including giving your company a financial checkup, coming to grips with seasonal variations in your business, making sure you hire great people, and arming yourself with knowledge about financing options.

Stop by any IHMVCU branch for a free financial checkup.

Reviewing your insurance coverage should be part of everyone's annual financial checkup.

It's worth getting a financial checkup to see what your insurance needs are, and if you need more coverage, see if you can get it all in one place.

However, the insurance company is essentially doing away with the entire process of underwriting, wherein they assign a risk class to a potential policy holder based on medical and financial checkups.