TIME TO GET ORGANIZED
WHY NOT START WITH YOUR IMPORTANT PERSONAL INFORMATION.
it’s a great way to make sure your loved ones know what to do in case of an emergency.
No one likes to think about it, but if something happened to you, would someone else be able to find your important documents? If you’re inquire - or worse - you’ll want a family member or an executor to be able to locate your financial and personal information, such as estate paperwork or health information, quickly and with the least amount of hassle possible.
Being prepared can help avoid potential delays or confusion during stressful times. Having important paperwork in order simplifies things for your loved ones or your executor, can help ensure that nothing gets overlooked.
The best part is that it doesn’t take much work to organize your documents. Simply creating special binders or folders and keeping it in a safe place will do the trick.
You just have to make sure you tell your loved ones or your executor where they can find it.
Stay tuned for more of this series
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Merry Christmas
Wishing you a very Merry Christmas 🎄
Filled with family & fun
- Jodi, Michelle & Bonnie
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More Changes
Not only is our office nearing completion (and we are excited to share that with you soon!) but we are officially now part of the Investment Planning Corporation team.
WHAT DOES THIS MEAN?
We are partnering with a new company to help with our process and business development
Want to find out more check it out here:
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Michelle's Office Changes
Here is a snapshot of Michelle’s Office Reno
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Bonnie's Office Changes
We are very excited about the changes happening for us. We are also nearing the completion of our office renovation. Here’s a peak at Bonnie’s Office…
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Jodi's Office Changes
We are very excited about the changes happening for us. We are also nearing the completion of our office renovation. The painting has been finished in our offices and we are waiting on our new furniture….
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News
We have some exciting changes coming to our office that we want to share with you.
The first thing you may notice is that we are changing our email addresses.
As you can see above and right here, are our new contact emails:
Jodi Dark
jodi@financialbydesign.com
Michelle Currie
michelle@financialbydesign.com
Bonnie McPhail
bonnie@financialbydesign.com
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Pick a Debt Payment Method
PICK A DEBT PAYMENT METHOD
Do some research and find the method that works for you. Here are two types of debt payment methods…..
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Who needs to know?
Changing names is a matter of personal preference. We received requests for name changes for various reasons and often we are asked ‘who else do I need to notify?’
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What to do with at Tax Refund
Stop treating it like found money - Everyone is happy to receive a tax refund, but it is actually your money to begin with, so allocate wisely.
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Getting Advice
According to research, working with a financial advisor has a significant positive impact on your wealth.
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Planning For the Future
One thing that is very important when it comes to planning is to be prepared. Now may be a good time to do some homework on your estate plan.
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Estate Planning Checklist
Death can be very taxing, in more ways than one. First, there are the emotions everyone goes through. Then all the financial stuff that must be sorted through…..
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