The FCF Bucket List

If you watched the State of the Union address this year, you have to be thinking about your current mortgage and possible refinance options!

Crazy Low Mortgage rates can provide an opportunity to evaluate other aspects of your personal financing. With that being said, we thought we would share the First Commerce Financial “Bucket List”. This Bucket List may not be the fun stuff you want to do, but it is definitely something you SHOULD do.

1 – Mortgage Refinance – Why pay more in interest than needed? Your Savings could be HUGE!
2 – Meet with your Financial Planner Regularly – This will keep your savings or debt reduction on track – A little accountability never hurts.
3 – Life Insurance – Do you have it? Do you have enough? Do you have the right type?
4 – Disability Insurance – Do you have it? Can you afford to NOT have it?
5 – Will and/or Trust – Never fun to think about but must be done

So, how many of these items have you checked off?