Have you ever considered revisiting and reviewing your financial plan every quarter? The beauty of planning ahead is that it opens up space for relaxing and being present.
In this episode, Peter Raskin shares ideas on how to become a better steward of your money by using a checklist. Raskin Planning Group has created a family annual checklist to help you plan your year financially. With this, you will be able to keep better track of your goals for savings or affording that big vacation and ensure you are making the most of charitable contributions.
In this episode, you will learn:
- What it means to be a good steward of your finances
- Which to focus on and consider in each quarter
- When the ideal time is to review your different insurances
- Examples of milestone birthdays to be aware of
- And more!
Listen in and learn
Raskin Planning Group: (617) 728-7433 | Annual Stewardship Checklist
Disclosure: This is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider with any questions you may have regarding your investment planning.
Peter Raskin is a registered representative of Lincoln Financial Advisors.
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.
Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.