Apr 24
My Financial House’ Makes Keeping Track of Your Finances Easier Than Ever
I just came across the Insurance Information Institute’s (I.I.I.) My Financial House – Personal Finance Software.
The software program enables you to get a picture of your current circumstances, and allows you to clearly set, and attain goals for where you want to be five or 10 years from today. In addition, the software allows you to enter information about the current estimated value of their property, 401(k) and college savings plans, stock portfolio, and other assets such as life insurance policies.
It can also help you work more effectively with financial advisers, identify gaps or overlaps in their financial circumstances, and guide heirs and beneficiaries when filing a life insurance or other claims. This is good stuff!
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