Celebrate Financial Planning Week

by | Oct 7, 2013

How will you celebrate financial planning week? I wonder…

It is financial planning week and I invite you to celebrate your finances and relationship with money.  The international professional organization for financial planners, The Financial Planning Association, offers the following suggestions to celebrate. I do too!

  • Balance your checkbook
  • Make a monetary contribution to your favorite charity
  • Start a savings account for a child, vacation or a gift for yourself
  • Help teach your children how to save and spend wisely
  • Get your estate in order: Create or revise your will and other estate-planning documents
  • Call your financial planner and share your appreciation for their service
  • Pay off a credit card
  • Get a head start on college — investigate college planning options
  • Establish an emergency fund
  • Evaluate your employee benefits and begin planning for open enrollment
  • Develop your holiday spending budget
  • Plan for year-end tax strategies
  • Purchase a session with a financial planner for a relative, friend or colleague
  • Give a relative, friend or colleague a subscription to a personal finance magazine
  • Invite a financial planner to speak at your workplace
  • Review your insurance coverage
  • Write down your financial goals and revisit them periodically
  • Start using personal finance software to help you better understand your money
  • Look up three financial terms that have baffled you and resolve to understand them
  • Talk to a relative about their plans for long-term care