How to Clean Up Financial Clutter

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19 Mar

Donna Taylor Blog 0 0

Financial clutter has a way of piling up and spring is a great time to “unclutter”your finances. Here is how to take your finances to the next level. First, take a look at your financial plan to review your retirement, education, estate planning, emergency fund strategies. Be deliberate and purposeful to make sure your financial plan serves you well. Second, review your old investments as well as long and short term goals. Third, re-evaluate your life and auto insurance coverage. Last, update your estate plan to include your living will, health care proxy, and health care directive. These documents provide support for you when you are no longer able to make financial or health care decisions for yourself. Most important, have an attorney certify the documents to ensure these items are in compliance with the laws in your state.

https://www.cnbc.com/2018/02/21/how-to-reduce-financial-clutter.html

About the Author

Written by Donna Taylor

Rev. Dr. Donna Taylor is the Pastor of Andrew Chapel, United Methodist Church on the Northern Neck in Montross, VA. Rev. Dr. Taylor promotes best practices for financial literacy and financial empowerment in the church and leads workshops throughout Northern Virginia. Currently, she serves as the Chair of the District Finance Committee. In May 2015, Rev. Dr. Taylor received her Doctor of Ministry from Virginia University of Lynchburg in Lynchburg, VA. Rev. Dr. Donna Taylor is married to Dr. David Taylor, who is also the Director of our church-based free clinic. They have two adult children and three grandchildren. In her leisure time, Rev. Dr. Taylor enjoys traveling, jogging, weightlifting, swimming, yoga, and interior decorating. In May 2015, Rev. Dr. Taylor received her Doctor of Ministry from Virginia University of Lynchburg in Lynchburg, Virginia. Rev. Dr. Taylor was born and raised in New York City and recently discovered her ancestral roots in Guinea-Bissau, West Africa. Rev. Dr. Donna Taylor is married to David Taylor and they have a son and a daughter. Their daughter is a educator and son is an Active-Duty Senior Seaman in the Navy married with three children. In her leisure time, she enjoys traveling, reading, swimming, writing poetry, crocheting and spending time with her family.