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Financial Resolutions (January 10, 2016)
Here are some potential financial goals for 2016.
Personal Goals
- Prepare / update your wills and powers of attorney
- without a will, your spouse receives only 0% to 50% of your estate
- Review your life and disability insurance coverage
- do they meet your current needs
Business Goals
- Increase your revenue by $x
- Identify areas where you need to improve productivity – eg. more scanning, less paper filing
- Deposit $x per month into a saving/investment account
You are more likely to achieve a goal if you set a target and then monitor your progress towards it.
Resources:
Steps to Financial Freedom
Creating a Successful Business Plan
