Perhaps you are an experienced financial planner. Maybe you have taken a close look at your monthly spending, created a budget, prioritized your debt, and have even started planning for emergencies. Your home office is in order, your bills are organized, and documents you no longer need have been shredded. Your income taxes are filed and you have put your refund into savings. In the spirit of Financial Literacy Month, we are focusing this week on ways to sustain your financial well-being — protecting your assets.
Like exercise, financial fitness requires ongoing maintenance. Consider these insurance check-ups, created by financialliteracymonth.com, on routine tasks to help keep your insurance up to date:
If you haven’t already, click here to take the financial literacy pledge, the first step towards a better financial life. 14,490 people have taken it so far. There is valuable information on the website for everyone, no matter what their finances look like currently.
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Montana Credit Unions for Community Development (or MCUCD) is the award-winning, charitable arm of the Montana Credit Union Network. A state-wide nonprofit organization, MCUCD works together with the state's credit unions to improve the lives and financial independence of all Montanans.