Chapter 10. Your Keys to the Good Life, Now and Later

IN THIS CHAPTER:

  • Know your income and spending patterns

  • Evaluate your insurance coverage

  • Revisit your investments

  • Check your tax status

  • Review your estate plan

  • Sit back and enjoy your financial stability

By now, we suspect you’ve made some great progress, and your financial ship is sailing on an even keel. If not, at least you’re moving in the right direction. But that doesn’t give you a license to revert to your old ways and ignore your precious financial life again.

Like any good CEO, you need to keep your financial life positioned on a positive track. This requires periodic evaluations.

Circumstances surrounding your financial situation can change in a flash in so many ways. You could lose your job. ...

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