Planning Newsletter - October 2023
Planning Newsletter (click image to open)
Your financial life is complicated, and it pays to automate and simplify it.
While automation can streamline our finances, it’s essential to monitor your accounts regularly to detect any irregularities and ensure everything is running smoothly.
On at least an annual basis evaluate various aspects of your finances and make changes as needed such as: your emergency/cash reserve fund balance, savings rate, withdrawal rate, income and expenses, debt and charitable giving.