Financial Planning Tips for September 2008
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Discuss with your spouse your respective wishes concerning health care and funeral arrangements. These are not pleasant tasks, but it is important that others know your wishes should you be incapacitated. Create a Living Will to document your decisions.
Update Your Will
Update your will and the will of your spouse, if you are married.
Review Budget vs. Actuals
Compare August income and expenditures with your budget. Make adjustments as appropriate to your September expenditures. Make sure you have invested your planned savings amount for August.
