Share  |  Print
Money Minute
Quick Tips
Quick Financial Review
Money Minute
Stay on the right track with a periodic clean-up and review of your finances.
 

Many of us go through spring cleaning to welcome the warmer weather. You can apply the same idea to a little financial review. Here are a few ideas to get started:

  • Clean out old paperwork.
    Of course you’ll save your tax returns and documents that support your deductions for up to seven years, but you can shred other documents.

  • Compare your budget to your plan.
    Are you saving what you planned to? Are your expenses in line with your projections? Even small adjustments now can help in the future.

  • Review your insurance policies.
    Do you have appropriate coverages? If your premium rates have been creeping up, consider bundling policies for a better rate, or shopping around for a better price.

A quick financial review will help you confirm you are on the right track.




The information on this page is provided for educational purposes only and is not tax, legal, financial planning or investment advice. Neither the information nor any opinion expressed in this section constitutes an offer to buy or sell any securities or advisory products. The information provided is general and is not information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular security. You should not regard this information as a substitute for the exercise of your own judgment. Investing involves risk.

 
Past performance does not guarantee future results. © Ariel Investments, LLC. This website and all of its content is for informational and educational purposes only and should not be considered to be investment advice or a recommendation to buy or sell any particular security. The mutual funds offered by Ariel Investment Trust are distributed by Ariel Distributors, LLC, a wholly-owned subsidiary of Ariel Investments, LLC. Use of this website is subject to our Terms & Conditions. The Ariel mutual funds referred to in this site may be offered only to persons in the United States. This web site should not be considered a solicitation or offering of any investment products, funds or services to ineligible investors, investors for whom such products, funds or services are not suitable, or investors outside the United States.

Check the background of this firm on FINRA's BrokerCheck
Ariel Distributors, LLC is a member of the Securities Investor Protection Corporation