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Food Pantry and Financial Planning

When was the last time you went through your food pantry and storage?  I'm not talking about raiding the hidden cookies but going can by can?

With all that is going on my family started the process of seeing what we had stored and where we were weak.  It has been a process and we are far from done.  We have had our share of "gross" and "how long has that been there" but the act of taking each item out one by one and seeing if it is still good has been refreshing.  It has also shown that we have a lot of holes in our long term food storage. 

And we came to the conclusion that we will never be fully done.  Food will need to be rotated and checked.  But the little ongoing effort will be worth it if we ever need it.  

Your financial life is very similar.  From a high level you never stop and from a day to day level it can be a little messy.  

At some point you will need to go step by step, can by can, document by document to get a complete financial picture.  And the balance is critical as well.  Getting a clear understanding of how different accounts, products, and positions impact one another may help you see places where you are weak.

Start today, go document by document and start building your full picture.

Have a document you don't understand, send me a text 435-246-1218.

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Ascend Investment Partners is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.    Ascend Investment Partners did not assist in the preparation of this report, and its accuracy and completeness are not guaranteed. The opinions expressed in this report are those of the author(s) and are not necessarily those of Ascend Investment Partners or its affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy   Services offered through Kesler, Norman & Wride, LLC dba Ascend Investment Partners, a Registered Investment Advisor. This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message.  If you do not wish to receive marketing emails from this sender, please send an email to garrett@ascendinvestment.com    Please note that trading instructions through email, fax or voicemail will not be taken. 

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