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Morgan Keegan The Lynde Group 4400 Post Oak Parkway Suite 2670 Houston, TX 77027 (713)840-3640 hal.lynde morgankeegan.com hal.lynde.mkadvisor.com Fiscally Fit ... Documents and Contacts January 05,.

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Simply stated, being fiscally fit means having peace of mind that you are in charge of your finances and not the other way around. You enjoy life without the additional stress of money because you have a plan.

7 steps to stay financially fit Understand your assets and liabilities. ... Assess your goals. ... Check your credit report. ... Name your beneficiaries. ... Manage your taxes. ... Check if your investments and goals align. ... Determine if you have the right insurance.

At Wealth Control Advisors we consider Financial Fitness to include more,including saving for your retirement, having an estate plan in place, having a proper tax strategy-and also to have all of your advisors and their plans working together efficiently and towards a common goal- your goals.

Likewise, you need to know the components of financial fitness. These are your fixed assets, liabilities, assets to liabilities ratio, liquid investments, long-term investments, return on income, the expense to income ratio.

There are three basic documents that are always included in a financial report: a balance sheet, a profit and loss (P&L) statement, and a statement of cash flow.

It means being able to manage your money in order to meet your current and long-term needs. As with any type of training, becoming financially fit requires learning the principles and best practices that others have used to achieve their financial objectives.

7 steps to stay financially fit Understand your assets and liabilities. ... Assess your goals. ... Check your credit report. ... Name your beneficiaries. ... Manage your taxes. ... Check if your investments and goals align. ... Determine if you have the right insurance.

What is financial fitness? Put simply, it is the skills, knowledge, and tools that help you make sound financial decisions.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232