Hopefully this gathering got everyone motivated to take a look at their financial plan.  Whether you're single, married, or with children, its important to check in once a while to make sure you are still on the right track to take care of yourself and/or your family in the future. 

After this get together, I feel motivated to meet with a Financial Planner to check on mine and my husband's retirement savings thus far.  I think we might not be on the right track because we've have been doing our own planning for many, many years. 

For those with children,  the best financial plan is one that takes care of your retirement first and your children's education second.  Your children will have various options to pay for their college education. 

Some action items we took away from the meeting:
- Credit reports.  Check your credit rating to make sure there are no discrepancies. 

- Review costs and terms of current insurance coverage.

- Review your life stage and financial goals with a trusted investment professional and develop an asset allocation strategy.

- Pay yourself first each month by establishing an automatic investment plan.

- consult with your investment professional to ensure you are capitalizing on the appropriate investment vehicles for your portfolio.

- Consult with investment professional to ensure you are capitalizing on appropriate planning vehicles. 

- If you are married, make sure you know where the insurance and financial files are kept so that you have access to the accounts in case of an emergency.

Thanks to David Lam from Edward Jones for presenting the material and getting us discussing issues that are important to women.

Until next month,
Jules