Although none of us enjoy thinking about our own demise, we need to prepare financially for what will happen to our money and cherished belongings after we are gone. Unfortunately, not many of us do that. In fact, according to a Caring.com survey, only 4 of 10 American adults even have a will.
Similar to a company’s financial statements, a personal financial statement can help you assess your financial health and assist you in budget planning. It can also give you an idea of the kinds of information that banks and other lenders use to determine your ability to repay loans. Curious to know where you stand? Here, we show you how to get a handle on your finances by creating a personal
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2279 Valleydale Road, Suite 210
Birmingham, AL 35244
Office: 205.970.9088
trent@grinkmeyerleonard.com
2279 Valleydale Road, Suite 210
Birmingham, AL 35244
Office 205.970.9088
trent@grinkmeyerleonard.com
Trent Grinkmeyer, Valerie Leonard, Jamie Kertis, and Caleb Bagwell are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Grinkmeyer Leonard Financial or CES Insurance Agency. This communication is not intended to replace the advice of a qualified tax advisor or attorney. This communication is strictly intended for individuals residing in the following states: AL, CO, FL, GA, KY, LA, MA, MD, MS, OK, PA, SC, TN, TX. No offers may be made or accepted from any resident outside of these states due to various state regulations & registration requirements regarding investment products & services. Please review our terms of use here: http://www.commonwealth.com/termsofuse.html