September's Checklist (2014)

1. Top up your vacation fund

This month is a good time for you to start planning for your year-end holiday. Although you should review your expenses and prioritize other things like paying off debts and insurance coverage, preparing vacation fund is also quite important if you are doing it on a regular basis. Whether you realize it or not, vacation is actually a good way to refresh your mind and spirit, as well as to bond with your family. Use the time to get back on track, so that you can focus on the things that are important to you. If you still do not have a vacation fund, you can start slowly but sure by saving 5% to 10% of your salary each month and place it in a separate account.

2. Know your heart 

Did you know that cardiovascular diseases are the biggest cause of death for people around the world? That is why it is never too late to get a medical check up and evaluate your lifestyle to find out if you are prone to it. Studies show that risk factors include smoking, excessive alcohol consumption, physical inactivity and overweight problem.

3. Contact insurance agent

One of the important notes that you should always keep on your address book or mobile is your insurance agent's number. He or she may not meet you on a regular basis, but the person would be the one who would help you connect with the insurance company when something unexpected happens. Take time to get in touch with them and ask them every now and then if there are other interesting products or if it is the right time for you to make some adjustment with your insurance plan, e.g. doing switching, top-up, or upgrade. A good insurance agent will not push you to buy products, but give solutions based on your current needs and budget. 

Select clients to share this article with:

Select all
Name Email

You currently have no clients.