Tuesday, July 9, 2013

Schedule a Financial Check-up!



If you are someone who cares about your health, then you likely book regular medical checkups at least once a year. Just as a medical checkup gives you an overview of the current state of your health and some advice as to what you can do differently to become healthier, a financial check-up examines your current financial state and gives you feedback about what you’re doing well and where you need improvement. Even if you think you’re doing fine financially, it’s a good idea to get regular advice from a professional.

A great time to get that advice is tax preparation time. Not only can you have an accountant help you with tax preparation and provide various other tax services, but you can also have that accountant take a close, scrutinizing look at your finances. You might find out that you’re spending too much in a frivolous area, not saving enough money, or accumulating too much credit card debt. Or, you might find out that you’re doing a good job and that you need to keep it up! No matter what your financial assessment uncovers, it will give you information that will help you in the future.
You can set up a financial checkup in Naperville today! Just contact Susan S. Lewis, Ltd. to get the process started!

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