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biblio_mom 's review for:
The smart things I've done so far is having an investment since 20 years old, saving for Hajj and having a health care insurance. I need to revisit this book in probably 10 more years to avoid myself from doing the "dumb things".
Some of the points that really made me stopped reading for a while just to think is about retirement plan, our kid's college fund and you don't need more money when you already have enough because a lot of people according to researchers, are not happy "hoarding money".
So here is 13 ways according to Jill, to right your financial wrongs :
1. Review your bank account and credit card statements
2. Think about how you feel about your financial life
3. Think about pending purchases of financial products
4. Reflect on your behaviours around investments
5. Review your ageing parents financial situation
6. Review your investment and retirement accounts
7. Change all passwords on your financial accounts
8. review your investments
9. Perform a Tax audit
10. Secure your Identity
11. Check in on college planning for your kids
12. review your home owner and life insurance policies
13. Review your estate plan
If you are rich, this is definitely for you.
If you are just living comfortably, there is a few things could be learnt.
Some of the points that really made me stopped reading for a while just to think is about retirement plan, our kid's college fund and you don't need more money when you already have enough because a lot of people according to researchers, are not happy "hoarding money".
So here is 13 ways according to Jill, to right your financial wrongs :
1. Review your bank account and credit card statements
2. Think about how you feel about your financial life
3. Think about pending purchases of financial products
4. Reflect on your behaviours around investments
5. Review your ageing parents financial situation
6. Review your investment and retirement accounts
7. Change all passwords on your financial accounts
8. review your investments
9. Perform a Tax audit
10. Secure your Identity
11. Check in on college planning for your kids
12. review your home owner and life insurance policies
13. Review your estate plan
If you are rich, this is definitely for you.
If you are just living comfortably, there is a few things could be learnt.