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Meeting with a Financial Professional May Help You Get a Clear Picture of Your End-of-Year Financial Situation
Citi ConsumerFeature
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(60 seconds)
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READER SCRIPT
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AS THE END OF THE YEAR APPROACHES--AND YOU START PREPARING FOR THE HOLIDAYS--IT'S A GOOD TIME TO REVIEW YOUR OVERALL FINANCIAL-PICTURE. CONSIDER MEETING WITH A FINANCIAL-PROFESSIONAL--SO YOU'RE ON TRACK FOR THE NEW YEAR. CITIBANK'S "WOMEN AND COMPANY" OFFERS THESE TIPS--TO HELP YOUR PREPARE FOR AN ANNUAL FINANCIAL-REVIEW: WHEN MEETING WITH A FINANCIAL-PROFESSIONAL, BRING THE RIGHT DOCUMENTS; SHARE WHAT YOU HAVE, ON HAND, IN YOUR BANK-ACCOUNTS--AND BRING THE MOST-RECENT STATEMENTS FOR ANY INVESTMENTS, RETIREMENT-ACCOUNTS, AND INSURANCE-POLICIES. NEXT, THINK ABOUT YOUR CREDIT-CARD DEBT, YOUR MORTGAGE, OR OTHER ITEMS. IF YOU CAN'T PULL THIS TOGETHER IN TIME, JOT DOWN THE BASIC INFORMATION ON A SHEET OF PAPER. ALSO, IDENTIFY YOUR OVERALL FINANCIAL-GOALS: DO YOU WANT TO PAY OFF YOUR CREDIT-CARD DEBT IN ONE YEAR--OR MAYBE PLAN FOR THAT MILESTONE-BIRTHDAY TRIP IN THREE YEARS? WRITE THESE PRIORITIES DOWN--AND BRING THEM TO YOUR MEETING. FINALLY, REMEMBER TO ASK LOTS OF QUESTIONS--SO YOU CAN ZERO IN ON THE ISSUES THAT MATTER MOST TO YOU. FOR FREE FINANCIAL-PLANNING GUIDES AND WORKSHEETS, VISIT "WOMEN-AND-CO"-DOT-COM.
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