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10 Financial To-Do's For 2009
How To Read Your Monthly Statement
Fall 2009 Portfolio Advisor

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Contact Information
JIM WEIR
(403) 341-8882
LAURA SNAPE
(403) 341-7374
FAX
(403) 341-8887
TOLL FREE
(800) 663-6087
 
Email
jim.weir@rbc.com
laura.snape@rbc.com
Branch
Red Deer
 
Jim Weir
Investment Advisor

10 Financial To-Do's For 2009


Your Financial To-Do List for 2009 - (Click the title for detailed list.)

The following is a list of ten financial to-dos for 2009.  If you cannot confidently check off an item on this list then we can help you put a plan in place.

1. Make sure your Will and Power of Attorney are up-to-date.

2. Save taxes by putting family income splitting structures in place.

3. Ensure you have adequate life and living benefits insurance.

4. Ensure your asset allocation is up-to-date and tax-efficient.

5. Make sure your account structures and beneficiary designations are up-to-date and

appropriate.

6. Use credit effectively.

7. Give back – donate money and your time.

8. Get a “Family Snapshot” prepared by your advisor.

9. Get a financial plan or retirement projection prepared by your advisor.

10. Simplify your financial life.         



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