This is the second episode of our two-part series on Financial Inventory Planning. Last week we told you the exact documents you need to get started when taking your own financial inventory. This week we are diving deeper into each of those categories to see the bigger picture and determine our net worth.
Knowing your net worth is key because without knowing where you stand financially, you won’t be able to set goals and dreams for the future. This is also a great thing to do for your loved on...
This is the second episode of our two-part series on Financial Inventory Planning. Last week we told you the exact documents you need to get started when taking your own financial inventory. This week we are diving deeper into each of those categories to see the bigger picture and determine our net worth.
Knowing your net worth is key because without knowing where you stand financially, you won’t be able to set goals and dreams for the future. This is also a great thing to do for your loved ones, so you are prepared in case of death or other tragedy. Being prepared is a good thing and a financial inventory will make you aware of your financial situation.
This week we’ll ask you the exact questions you need to answer when taking your financial inventory. We encourage you to schedule time with yourself, to pause this episode when you need to, and answer these questions as you complete our financial inventory planner.
For a place to securely store your information online:
www.everplans.com
To check on your social security, visit:
www.ssa.gov
To download our Financial Inventory Planner & Financial Knowledge Quiz:
https://view.flodesk.com/pages/63d2da07de520bd60dc33ce5
Farmers State Bank| 618-998-1188 | Alto Pass- Harrisburg - Marion| IL At Farmers State Bank, the core of our story is a simple truth: no one serves you better.
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