5 summer projects for your financial
peace of mind
It’s hard to write a column about money in July. Everyone is mentally on vacation and reluctant to concentrate on financial matters, unless there’s an emergency. The lazy days of summer are not conducive to taking on money projects. But here are five easy things you could do this summer to help secure your financial future.
Go to Morningstar.com and research the funds in which you’ve invested. How has their performance been, compared to their peers? If your plan has “proprietary funds” not listed in the Morningstar database, check with your plan administrator for performance documentation compared to their benchmarks. And if the funds in your plan have underperformed, you can complain to management about your choices.
Be careful about switching policies and generating new commissions. But do you still need all that insurance now that your children are grown? Or do you need more insurance since recently giving birth?
Check out inexpensive term insurance prices online at AccuQuote.com or TermQuote.com. For more sophisticated policies that build cash value, you’ll need an agent who places your needs above the thought of juicy commissions.
And be sure to check the beneficiary on each policy. Make sure the insurance company has the correct name and address, so your ex-spouse doesn’t wind up with a windfall one day.
And don’t forget to review and update your health care power of attorney. It may be time to put that obligation on your adult children instead of your spouse.
Smart money business owners hire attorneys who specialize in getting legitimate property tax reductions. But ordinary people typically struggle to pay the increased bills. Find one of those smart lawyers and ask for help. (Fees are usually paid out of the money that is saved.) And if you’ve recently become a senior (which has different definitions in each state), find out if you qualify for a freeze or reduction in taxes.
Don’t take a vacation from your money this summer. It could be costly. And that’s The Savage Truth.