8 Steps to Protect Your Wealth & Your Family! (Part 3)
Image sourced by Vlad Deep @vladdeep
The Roadmap to Protect Your Wealth & Your Family! Part 3
Welcome back once more!
In this edition of Budget and Grow Rich®, we’ll continue where we left off in Part 1 and Part 2 of this series and deliver break trend a bit from our usual theme of saving money and building wealth and focus on wealth protection and asset protection.
This edition isn’t about saving money but more about protecting your wealth and making sure that you protect yourself, your family and your heirs!
Believe me please – these tactics could save you and your family Big Money! And lots of headaches too!
Follow this 8-step Roadmap to give you financial security and peace of mind!
My Budget and Grow Rich® Friends!
Check your insurance policies, legal documents, and other key financial, wealth-building, and wealth-protection accounts, programs, and documents at least once or twice a year And whenever your personal or financial circumstances change.
Review all your financial and legal affairs periodically. Make sure everything is in order. Make changes as necessary.
Be sure to purchase financial products from reputable and stable companies only – companies that are financially strong and have a record of honoring their obligations, for example paying claims.
Hire competent, detail-oriented, and thorough professional advisors who specialize in the areas and disciplines that you need advice and expertise in.
Clean up your financial house!
Tie up all the loose ends from A to Z.
Make a list of key tasks and assign a due date or deadline by which you’ll complete each task. AND, most important. . .
GET IT DONE! You’ll sleep better at night.
Don’t miss!
OH and Please Remember, we are not attorneys and are not providing any specific financial, tax, or legal advice here. Be sure to consult your own professional advisors to get sound professional advice that’s specific to your financial and personal circumstances!
Let the Budget and Grow Rich® Team know how we can help you!
See you next week,
Arthur V.
P.S. To Create More Free Cash, Save More Money on Groceries, Every Day – click here.
How to Succeed and Achieve Your Dreams!
Tired of the rat race?
To Succeed even bigger, greater and stronger, 10X your success – click here.
Budget and Grow Rich® is the original e-book guide to easy budgeting and wealth-building. Gain financial freedom and pour money into your pockets today and for years to come.
Finally, the proven roadmap to building wealth – how to make a personal budget that really works. Explained in plain English – easy to follow, practical steps. Since 1974, personal finance expert and author Arthur VanDam has used this system to organize his finances, manage his money and amass wealth. Now you can too. This straightforward guide tells all! Handy spending plan worksheet includes 14 categories that does it all. Practical tips and ways on how to create a financial plan and put your financial plan on auto pilot. Budgeting At Your Finger Tips will help You save more money, build more wealth, gain peace of mind and enjoy financial freedom.
Take your Business, Career & Life to a New Level with this Experiential, Immersive Live Event FREE!
How to Make Money in your Spare Time Writing Letters.