Call Notes - Feb. 22, 2009

Kevin update on job status – Interviews with both companies (Ohio & Arizona)

  • Kevin please feel free to add a new post or comment with any details you would like.

72 Hour Kits

  • Put money or something to trade in kits

Family Trust Fund

  • A certain % of each families income per month as they can
  • ½ of 1% contribution of Salary as a suggested amount
  • What to use this money for
    • Emergency funds for family
    • Necessity not lifestyle
    • Dad & Mom will be the ones to decide
  • Repayment of funds
    • Do we repay funds? Yes – As you are able to do so with no interest.
    • Do we repay with interest?
    • No repayment necessary?
  • Funds statement
    • Do you want to have a statement?
    • Yes Monthly, Quarterly, Bi – Annual, Annual
    • What to show on the statement
      • Spent
      • Brought in

Financial Preparedness

  • $1000.00 Emergency Fund
  • Pay off debt as fast as you can
  • Pay off the lowest balance first then pay off the next highest
  • What to invest in, in the event that the dollar crashes

Personal & Family Protection

  • No time

Family Forum Questions

  • Email or call me with any question about the family forum


Assignments

  • Kevin – What to invest in
    • Gold
    • Rare coins
    • Etc.
  • Dad
    • Setup an account
    • And fund name
  • All
    • Provident Living
    • Not participating in the pity parties

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    Disclaimer

    The opinions expressed herein are my own personal opinions and do not represent my employer's view in anyway.

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