9/13/2016

My Money, My Choices - Level 5, 6, & 7 Done


In January of this year, I mentioned that we needed to get our wills and powers of attorney etc. updated now that we were moving to BC.  We also needed to name a guardian for Little Man.  We finally took care of the updating, and were able to move along in the My Money, My Choices program.

I know that Gail has retired from blogging, but the My Money, My Choices site is still a super helpful one full of lots of resources.  I'm still making my way through bit by bit.

Level six is all about insurance - life and personal disability.which I've written about at length.  Next is level seven which is a goal setting exercise.  We regular;y set and reach goals so we're moving on to level eight,

Related Posts:

  • My Money, My Choices - Level 1, Activity 2Activity: Create a Debt Repayment Plan This activity really aligns with what Jordan and I were talking about over the last few weeks - increase mortgage payment, pay of LOC, or pay off escape.  Well...let's look at it… Read More
  • My Money, My Choices - Level 1, Activity 1Activity: Complete a Spending Analysis I've been tracking our spending for a long time, so this task was pretty easy for me to do.  Here was our year-over-year comparison for the last four years, and I've added 2014's a… Read More
  • My Money, My Choices - Level 1, Activity 3Activity 3 is to make a Balanced budget....balanced. I already have a budget set up (see the 2014 budget tab), but I wanted to go through this process to have the opportunity to really look at everything.  So, I de… Read More
  • My Money, My Choices - Level 2, Activity 1Activity: Align Cash Flow, with Bills The first activity in level two is to align our cash flow, with our bills.  I went to one of Gail's older blog posts on the subject to frame the activity a bit.  Here's what … Read More
  • My Money, My Choices - Level 1, Activity 4The fourth, and final, activity in level 1 is to create a networth statement. This was a pretty quick activity for me - but I did make a change to my regular networth statement (and why I missed posting for March 1st). &nbs… Read More

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