Verifying your accounts will keep your funds all accounted for, and will help you to decide if it’s time to change servicers.
It’s a new year, and with it the usual deluge of good intentions, lofty goals, and everything going more or less back to normal.
But with the new year, there are a few short financial tasks that I recommend people do now, sort of as a housekeeping ritual.
One of them is to make sure that you can access all of your saving, checking, and retirement accounts. That means logging into all of them, and then, determining what you’re doing with them.
The process doesn’t take long, and is important. Here’s why.[Read more…] about Time to be intentional with your accounts