4 Questions to Help with Financial Housekeeping

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It’s very easy to put off chores. But now that the year is nearly over, try to set aside some time to do some financial housekeeping. To help you get started, here are four questions that you will want to answer:

 
1.     Are you contributing enough to your 401(k) to meet your retirement goals?
 
2.     Is your insurance premium and deductible suitable for your medical needs?
 
3.     When was the last time you updated your will and checked the beneficiaries on your accounts?
 
4.     Have you used up the tax-free money in your flexible spending account, if you have one?
 
Need help answering some of these questions? Consider seeing a Financial Advisor.
A Financial Advisor can provide you with a portfolio analysis to help you determine when you can retire. You might want a general financial checkup for your family to ensure you have the right insurance and an adequate estate plan in place. You may want to know how well your assets are diversified, need help with a question about IRA rollovers, or just want to be sure you have a plan in place to get off to a solid start early in life. In all of these situations, a Financial Advisor can help.
 
Financial Advisors at BECU Investment Services are a great resource if you desire financial and investment advice from trusted professionals. Learn more about BECU Financial Advisors at Investment Services.