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This entire commentary is devoted to mistakes involving your personal and business life insurance. The mistakes are those that have occurred over and overin fact, countless times. Each of these mistakes has two things in common: First, each has potentially serious consequences in terms of both expense and aggravation. Second, each could easily have been avoided, or if found in time can be corrected quickly
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The Offices of 9315 Financial, Legal & Tax
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Financial:
Lonergan Advisors, LLC Marilee Lonergan, MS Financial Professional (918) 392-5477 Essential Strategy Consulting, LLC Gwen Stevens Financial Organizer (918) 557-5259
Legal:
Crain & Skillern, PLLC Estate Planning, Business Incorporation & Organizing www.crainskillern.com crainskillern@gmail.com Emily Crain, Esq. (918) 855-1774 Penni Skillern, Esq. (918) 805-2511
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Financial Organization by Essential Strategy Consulting
hard-earned dollars are going. Mindfulness - [mahynd-fuhl] adjective - attentive, aware, or careful. Schedule an appointment with yourself. Mark your calendar ~ once a week or once a month to take time to review your financial statements. Spend some time being mindful of where your money is going. What are your biggest expenses? Are you spending your money on what is really important to you? Are you surprised at how much you are spending on a particular item or service? Hey, when did my cell phone bill get to be $300/ month? Are you spending more money than you are bringing in every month? Once you get in the habit of reviewing where your money is going and how much you have to spend, you gain back some control and peace of mind. You are less vulnerable to mistakes or fraud against your accounts and you are able to make changes based on what is most important to you. Please contact Gwen Stevens of Essential Strategy Consulting, LLC at (918) 557-5259 for more information.
Financial Mindfulness The world is a busy place. Each of us runs out of time to get the things done that we all think are important. Few of us even balance our checkbooks each month, only glancing at the ins and outs of our checking, credit card or investment statements. We all could use a bit more mindfulness when it comes to keeping track of where our precious
Tax:
Lisa H Rhynes, CPA Individual, Estate, Trust & Small Business Tax Consultant (918) 698-1698