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Difference between revisions of "Four Key Duties of a Fiduciary"
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Four Key Duties of a Fiduciary (view source)
Revision as of 22:58, 19 March 2018
, 22:58, 19 March 2018→Practice good record-keeping habits
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===Practice good record-keeping habits=== | ===Practice good record-keeping habits=== | ||
Keep a detailed list of everything | Keep a detailed list of everything you receive or spend for Martina. Records should include amounts of cheques written or deposited, dates, reasons, names of people or companies involved, and other important information. | ||
Keep receipts and notes, even for small expenses. For example, write “$50, groceries, ABC Grocery Store, December 2, 2017” in your records soon after you spend the money. Get into the habit of always asking the store for a receipt. | Keep receipts and notes, even for small expenses. For example, write “$50, groceries, ABC Grocery Store, December 2, 2017” in your records soon after you spend the money. Get into the habit of always asking the store for a receipt. | ||