It is worth keeping a check on your Financial Basics:
• M ost important! – ensuring more money comes in than goes out
• Building up some cash reserves in case of an emergency (putting this cash into an ISA
is a good plan for most)
• Life assurances kept at an adequate level (basic life assurance is inexpensive for most and
we are happy to provide quotes)
• Build up some long range savings or investments, e.g. pension, property, stocks and
shares (there are many options; feel free to discuss the options with us)
• Keep your credit in good shape by always making payments on time (setting up a Direct
Debit helps ensure you do not forget)
• As you move into your 60s, look into taking out a Lasting Power of Attorney
• Make a Will
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