Business Tips

How to shop for a financial product or service

footer-imageTo find the best deal when you buy a financial product or service, follow the SAVED steps:

  • STOP
    1. for a mental break before making a decision.
  • ASK
    1. questions about costs and risks.
  • VERIFY
    1. and check what you’re told.
  • ESTIMATE
    1. your costs.
  • DECIDE
    1. whether the costs and value are worthwhile for you.

 

a good reference is www.fdic.gov/money smart.

I recently was training to be come more knowledgeable about stocks, investing and protecting your nest egg.  Sometimes we get into the hype and part with our money before investigating and learning the pitfalls of fast talking salesman.

Here are 5 steps to take to choose financial products or services:

Stop and give yourself time to make a good decision.

I help women nearing retirement, understand their finances via one-on-one coaching, webinars and blogging.

connect with me

Chari Farmer Ogogo

209 836 3537

globalonlinebusiness1@gmail.com

Chari Ogogo

I help people nearing retirement understand their finances via one on one coaching, webinars and blogging.

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