Riqueza Digital

The importance of having an asset inventory

Know your patrimony

The word inventory may sound very technical, but in reality it is something as simple as keeping an updated list of your assets. We could say that it is a mere quantitative enumeration, but having it in sight and properly updated, gives you a clear view of your assets and facilitates financial planning.

An asset is everything that produces you benefit, starting with your goods, your bank accounts, vehicles, property, machinery, tools, and other personal, so often, the difficulty of keeping an inventory is precisely to make a complete list without forgetting anything, since we often forget a lot of things that we have half forgotten and we do not put them in value.

Make a detailed inventory noting the value and location of each asset and keep this list updated regularly to reflect changes in your financial situation. Knowing in detail what you have, where, and its value, will help you make better informed decisions, not only those related to your wealth, but also those involving investments, insurance or retirement plans.

Having an inventory of your assets helps you organize your finances, and is crucial in situations such as estate planning or taking out loans. Keep in mind that if you don’t really know what you have, you will hardly be able to manage it, so knowing your wealth is a key step for effective financial management.

Sigue nuestros consejos en You Tube.

No olvides suscribirte a nuestro canal de YouTube para ver más consejos como este.

Haz click aquí

Guarda nuestros pins para tenerlos siempre a mano.

Descubre en Pinterest más recursos clave para mejorar tus finanzas y expandir tu negocio.

Haz click aquí

 

Suscríbete a nuestro canal de Instagram para no perderte nada.

Síguenos en nuestra comunidad de Instagram y mantente al día de nuestras últimas publicaciones.

No olvides compartir este artículo con quien creas que le puede interesar.

Recuerda: La riqueza está en compartir

Más consejos similares

Sales techniques

How to balance logic and emotion in selling

Do we buy with our minds or with our hearts? The truth is that we buy with both. That’s why we need to know how to balance rational and emotional arguments during the sales process. With the right mix of rational and emotional arguments, we will be able to persuade

Leer completo »

En la misma temática: