202202 Aug

Have Better Financial Health by Using Your Calendar

Summary

Ensure your account has sufficient funds and receive a gentle reminder each week to make sure these automatic payments are paid correctly and on time by using a calendar. Using this report, you can view the status of credit cards, car loans, mortgages, and more associated with your name and social security number. Examine this report thoroughly to identify errors so you can contact the vendor directly to resolve them before your credit score is affected. Make sure you don’t charge more than you can comfortably pay back in full on your credit card statements in January December: Celebrate another year in the books. • To possibly lower your tax liability and better position your portfolio going forward, consider tax-loss harvesting if you’ve lost value in your investments this year.

Source: Appointment

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