Mark Your Calendar While you are creating your summary, make a note of certain dates. You know the kind of
Finish Well
The Financial Life Checklist: Organise and Summarise
Introduction Staying on top of your personal finances can seem like a really hard work – there’s just so much
Financial Paperwork Checklist: Get Your Paperwork Organised
OK, we’ve sorted out all your paperwork. Time to get organised! Group into Categories As you have been going through
Financial Paperwork Checklist: Start Taking Action
Decide on Any Action One helpful way to work through these documents is, as you pick up each sheet, ask
Financial Paperwork Checklist: Get Things Prepped Before You Start
The day has arrived, your stationery supplies are in hand, and now is the time to get serious about your
Financial Paperwork Checklist: Introduction
Paperwork is the bane of most of our lives, but for now it is a necessary evil. The checklist we’re
UK Pensions Checklist: Look at Ways to Pay More into Your Pension
OK, now we’ve reviewed our pensions and investments, let’s take a bigger step. Confirm how Much You’re Paying in, and
UK Pensions Checklist: Choose Your Master Pension, Then Forget About it
Assuming you’re thinking about consolidating your pensions, you need to find a home for where to hold it. What might
UK Pensions Checklist: Get Clear on Where you Stand Right Now
Now we understand the importance of keeping a track of pensions, let’s see how we can resolve any issues. Fill
