Spring Cleaning with Cheryl Krueger

Swim With Jim

Spring Cleaning with Cheryl Krueger

Episode 011

Cheryl Krueger is a certified financial planner with a practice near Chicago, IL. She helps us answer the questions about how to get your financial things in order.

Topics include:

1. When financial planners use the term “spring cleaning” what issues do you want to invoke in people’s minds as to what that entails?

2. How often do you recommend clients review their investments, estate plans, insurance policies, and their spending/saving habits?

3. People end up with lots of statements, forms, and other documents, How long should they keep things and where should they keep them?

4. These days people have a lot of usernames and passwords for their digital life.  How do you recommend they keep track, update, backup and have an exit strategy, meaning death or impairment?

 
Jim Ludwick
jim@adviceonly.net

Jim Ludwick is the founder of MainStreet Financial Planning. His varied education and life experiences have enabled him to apply his knowledge and experience into useful solutions for personal financial problems. His writing and broadcasting activities allow him to help many more than just individual clients. He loves a microphone.

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