financial FIXATION
A New Autumn Tradition A Quick Financial Check-up
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here is never a bad time to review your financial situation, but let us suggest that early autumn might be ideal. Students are back at school, days are getting shorter, there’s a hint of chill in the air. Doing a recheck of your finances could join the other traditions of celebrating the harvest. So why not gather your papers and devices, your partner if that 14 LimitlessMagOnline.com | October 2021
BY » Peter Eisenhauer
applies, and go through a quick checkup on some key numbers? “The goal isn’t necessarily to have fun, but there’s no reason not to make it enjoyable,” suggests Jeffrey Karp, President of Karp Financial Strategies, in Mooresville. “Put on some nice music, have a drink that you enjoy.” It helps to bundle the serious business with some more obviously pleasurable things. In the end though, Karp says, the goal is to
improve your future, and that is always worth some of your time. As a starting point, you could take the items below, adapted from a list by finance columnist Kimberly Lankford. As Lankford writes, “A little time spent seeing where you land along the following financial yardsticks can either reassure you that you’re in good shape or give you the guidance you need to improve your situation.”
