 Got the spring fever itch to freshen up, tidy, and de-junk? The obvious list includes the garage, gutters and pantry but don’t overlook your personal financial records. Below are five simple guidelines and links to further resources to make this process painless each year. TIP: Set aside time include your spouse and/or children in this process. It is a great teaching opportunity for kids.
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GUEST BLOGGER: CALLIE WARD   In my last post I shared how IMPORTANT it is to get your financial paperwork in order. I think we get little hints everyday on WHY this is so important- Governor Gary Herbert declared March as Flood Safety Awareness Month. How many earthquakes are we at now in the past 30 days?! Today is the day we are going to start our financial binder….ok, let’s say it again…TODAY is the day we are going to start our financial binder! And of course, I’ve got all the steps to share along the way. I won’t leave you hanging! Let's begin...
GUEST BLOGGER: CALLIE WARD   This past fall, I lost someone very near and dear to my heart, my beloved grandpa. Even as a 30-year-old, this loss was extremely hard for me and my family emotionally. But the positive side of it was my grandparents had previously set a plan and were organized in their finances, easing the burden of their children and grandchildren during this time. Dave Ramsey says “Having a plan in place is one of the best ways to say “I Love You” to your family,” and that is one of the legacies my grandpa left. It motivated me to get all my financial documents in order and leave the same legacy to my family.
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