January 2006
by Ben Lawler, CPA
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Be financially fit and live a healthier easier life. (Part 2)

Maintaining financial wellness, like physical wellness, is a continuous process.

Review your employer's benefit package:Are you participating in every program you can? Employer plans generally have favorable tax benefits that will make your dollar go further.

Review your estate plan: Does your Trust allow your assets to pass according to your wishes? Have you provided for guardianship of your minor children if something happens to you?

Live within a budget: Use your spending history to create a meaningful budget; then stick to it. Resolve not to spend more than you make. Take a second to look at your budget and work on areas that can be trimmed.

Schedule a meeting with us if you would like assistance in reviewing your tax, financial and estate plans

Some of today’s best rates:

1. CD
      GMAC    
     4.55%, 6 month

2. Money Market
     GMAC
     4.30%

 

Written by Ben Lawler, CPA

CEO & President of ProActive Advisors, Inc.