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Tools

Basic Financial Planning Questions

There are many things to know about planning for your financial protection and peace of mind.
Here is a list to get you started.

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Do you have an up-to-date will?

Do you have life insurance?

Is it adequate to continue your lifestyle?

Do you know where all your joint income comes from?

Do you know all your employee benefits?

Can you meet continuing monthly expenses with only your income?

Does your husband own a business?

Is this the major source of income?

What kind of continuity has your husband provided for the business?

Are you in your own business?

Can you afford to continue it if something happens to your husband?

Read more: Basic Financial Planning Questions

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