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WPOC MONEY TIPS

Presented by BFG Financial Advisors

Week 12: Create your own bucket list and prepare for it.

Download the Bucket List planner.

Week 11: Practice living on your retirement income for a year before retiring.

Access the free Practicing for Retirement webinar.

Week 10: Complete an inventory of all beneficiary designations.

Download the beneficiary inventory worksheet.

Week 9: Update, review, or create your estate planning documents.

Download the estate planning tracker.

Week 8: Review and understand your employee benefits.

Access our free webinar on understanding your employee benefits package.

Week 7: Consider a second opinion or review of your investment portfolio.

Download the Science of Investing and Art of Portfolio Design E-Book

Week 6: Have an open and honest conversation about money with your significant other.

Download the Conversation Guide

Week 5: Start building a savings nest egg if you’re planning to buy a home.

Download the Homebuying Worksheet

Week 4: List your assets and liabilities to complete your initial inventory.

Download the Inventory Workbook

Week 3: Open a line of credit when you don't need it so you have access to it when you do.

Download the What is Financial Planning? e-book.

Week 2: Take a full inventory of your debt balances and interest rates.

Download the Debt Inventory Worksheet

Download the Savings and Investments Worksheet

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