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Financial ResolutionsWhile it may not be as satisfying as losing ten pounds, organizing your financial planning could be one of your most rewarding New Year’s resolutions. The anxiety that most individuals feel about their finances is caused by a lack of attention, focus and communication. To gain control of your finances, you must establish and maintain accurate records, prioritize your financial goals and work with a financial professional to leverage their expertise to help you reach your objectives. Maintaining good financial records is a habit that will pay dividends for yourself and your family. Ask anyone who has had to piece together the financial affairs of a family member and they could share their frustration, which is similar to putting together a jigsaw puzzle without a picture.
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Where to Keep Financial and Legal DocumentsThis document suggests what type of storage for your important documents, whether you should keep a copy, and where to store duplicates.
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Survivor Planning ChecklistA guideline for organizing your estate affairs and communicating your final wishes to your family and friends.
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DisclosureMartin J. Coursey is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. (www.sipc.org)
Coursey Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory Office: 2321 Whitney Avenue, Suite 402 Hamden, CT 06518-3535 (203) 288-5700 |
Contact UsCoursey Financial Group
231 Farmington Avenue Farmington, Ct. 06032 860-674-2400 800-217-2200 860-674-2405 - fax CRN202108-252440 SubscribeJoin our mailing list today!
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