Point And Click To Your Financial Plan

Point And Click To Your Financial Plan



Point and Click to​ Your Financial Plan
You've organized the contents of​ that bulging shoebox and tracked down the stray receipts lurking in​ jacket pockets .​
Now you're ready to​ point and click your way to​ what you hope will be a​ generous tax refund .​
But while your records are still organized and your computer's still on, why not look beyond that refund to​ your financial future?
Using do-it-yourself online financial tools, planning ahead is​ easier and more convenient than you may think.
The purpose of​ creating a​ financial plan is​ to​ define what you hope to​ achieve in​ terms of​ financial success, says Peter J .​
Rossi, director of​ financial planning for NetBank .​
If you take the time to​ write down what you want to​ achieve, you're much more likely to​ achieve it.
For NetBank customers, it's as​ easy as​ clicking on your mouse.
The bank's online interactive planning tools include an​ Express Planner that provides an​ overview of​ the customer's current finances; plans for specific goals, like retirement, education and insurance; and a​ Comprehensive Planner that integrates all the others for setting multiple goals .​
In addition, the bank offers access to​ brokerage services and other investment and insurance products .​
Dedicated financial advisers are available to​ help analyze the plan, answer any questions and help put the plan into action.
Financial planning isn't just for people with excess wealth .​
Financial planners recommend that everyone have a​ plan in​ place for their financial future.
The experts at​ NetBank recommend taking control of​ spending by tracking expenses over two to​ three months .​
After you get a​ clear idea of​ your expenses, develop a​ plan to​ spend less and save more.
For instance, you could consolidate your high-interest debt by refinancing your home or​ getting a​ home equity credit line.
They also suggest reviewing the asset allocation in​ your investment portfolio to​ confirm that it's in​ alignment with your goals .​
And make sure your insurance coverage is​ enough for your financial position .​
With an​ online plan, you can complete it​ on your own time and update it​ as​ often as​ you like.




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