9 Steps to Financial Fitness in the 4th Quarter


Welcome October and now we're in the last quarter of the year, Autumn is "almost" in the air.  No more putting off your Spring cleaning.  And if you did, this is your last chance to make good on your promises to yourself to get your Financial and Health Houses in order! Know what you don't know.


1.  Time for a Wealth Check-Up - Take a look all those investment/savings statements.  Do you need to make any adjustments?  

Do you even know if you should?  

                            "Trees don't grow to the sky." Warren Buffet


2. Stress Test Your Portfolio to see if it has endurance to last your retirement years. A Financial Check-Up will provide answers and give you peace of mind.


3. What goal did you say you would address that you haven't yet?  Like starting that College fund for  your 6th Grader or setting up an automatic investment in your IRA?


4. Learn the difference between taking Social Security at 62 versus 65,66,67,68,69,70.


5. Should you Rollover that "old" 401(k), the school's 403(b) plan or governmental 457 plan  you left ?


6. Getting a Power of Attorney or Writing your Will, Health Care Directives? What's the cost if you don't have any estate planning documents?  


7. Did you overpay income taxes and swore you would make adjustments so it won't happen again next year?   


 8. Time for a Health Check -  Take advantage of your annual well visits and if you have any Wellness Benefits, now is the time to take advantage of those too.  Review your Health Benefits.  Can you add a HSA - Health Savings Account?  Check in with your Wealth & Health and see if they are aligned with each other.  


9. Are you overworking and ignoring your physical health.  Are you spending a lot of money on prescriptions - medicines?  Could you possibly make a couple of changes in your daily routine that would benefit your body and purse?  Studies show that even a 20 pound reduction in weight loss can  benefit your heart and some diabetic patients.   Remember Health is Wealth!


Wishing you the best of Health, Wealth & Success!  If you would like some assistance in getting Clarity and Results on any of the above we would welcome the opportunity with integrity and Unbiased Holistic advice.  Contact:  Info @BeFitFinancially.com    

Like us on Facebook: BeFitFinancially


Please Consider Donating Blood-It's the one thing we can't buy! Thanks







Please reload

Business Title

Featured Posts

Becoming A Millionaire

May 18, 2016

Please reload

Recent Posts
Please reload

Please reload

Search By Tags

I'm busy working on my blog posts. Watch this space!

Please reload

Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square

3500 N. Causeway Boulevard

Suite 160

Metairie, LA  USA 70002




Michele @BeFitFinancially.com

© 2020 BeFitFinancially,LLC