Financial Planning Tips for July 2010
|
Estate Plan Checkup
Give some thought to your estate plan. How do you want your assets to be distributed at your death? Federal estate tax may be a factor. Please call us for guidance on how to minimize estate taxes and probate costs, so that the maximum amount goes to your desired beneficiaries.
Examine Property Tax Bills
Examine your property tax bills and explore the possibility of challenging the valuation.
Budget vs. Actuals
Compare June income and expenditures with your budget. Make adjustments, as appropriate, to your July expenditures. Make sure you have invested your planned savings amount for June.
Investment Review
Review your investment performance for the first half of the year. Consider reallocating under-performing or low-yielding assets.
|
Tags: financial planning
This entry was posted
on Tuesday, July 6th, 2010 at 2:46 pm and is filed under Accounting, Business, Individual.
You can follow any responses to this entry through the RSS 2.0 feed.
You can leave a response, or trackback from your own site.