Pandemic personal finance update finale: A 10-point checklist of things you should have done by now to protect or improve your money situation GlobeInvestor
This 10th instalment of the update will be the last. Let’s look at 10 steps you should have taken already to guard your financial well-being, but that can still be done now with great effect.Cheques and cash are close to toast. Who knows what’s living on those bills, coins and paper cheques? Send an e-transfer instead if you can, or use electronic payments via debit, credit cards or Apple and Google payment options.
Send kudos to the planner or adviser who made a positive difference. For the non-difference makers, figure out what’s lacking and either ask for it or seek it elsewhere.In assessing our relationships with companies of all types, it’s time to consider their conduct and responsiveness in the pandemic.
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