Save angst by scheduling monthly financial ‘to-dos.’
It’s not always easy to be proactive with your finances when you feel like you’re being pulled in so many directions — career, family, extracurricular activities, and other responsibilities. Virginia Mandell, Vice President and Wealth Advisor for Regions Private Wealth Management in Charleston, S.C., suggests creating a financial calendar that serves as a road map to get to your financial destination.
January
February
March
April
May
June
July
August
September
October
November
December
Gain additional financial planning help to take control of your financial life.