You’ve organized the contents of that bulging shoebox and tracked down the stray receipts lurking in jacket pockets. Now you’re ready to point and click your way to what you hope will be a generous tax refund.
But while your records are still organized and your computer’s still on, why not look beyond that refund to your financial future?
Using do-it-yourself online financial tools, planning ahead is easier and more convenient than you may think.
“The purpose of creating a financial plan is to define what you hope to achieve in terms of financial success,” says Peter J. Rossi, director of financial planning for NetBank. “If you take the time to write down what you want to achieve, you’re much more likely to achieve it.”
For NetBank customers, it’s as easy as clicking on your mouse.
The bank’s online interactive planning tools include an Express Planner that provides an overview of the customer’s current finances; plans for specific goals, like retirement, education and insurance; and a Comprehensive Planner that integrates all the others for setting multiple goals.
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