Today’s message is simple and straight forward. Be prepared in our financial lives. For your benefit, I have attached a questionnaire that you can use to assess your financial state of readiness. In the areas that are weak, seek out the professionals that you work with and address the weakness.
So click here and complete your assessment. It is private, confidential. That means, I can’t see how you respond or get that information.
Get those pencils sharpened!
Leonard C. Wright, CPA/PFS, CFP, CLU, ChFC
Money Doctor, AICPA
KLAV 1230 AM Financial Fridays Radio Show Host
213-447-1833