7 Smart Moves Everyone Should Make

As we look hopefully toward better things in 2012, let’s not forget the old, wise adage, “Expect the best, plan for the worst and prepare to be surprised.”

People, especially Americans, are generally optimistic by nature. We live in the moment, not imagining how our lives and lifestyles can change in an instant. Many continue to live on unsubstantiated hopes that the economy will get better, that business will pick up, that bonuses will improve or that promotions are imminent. They use credit cards to finance their lives, striving to attain a leisure-class lifestyle that they simply can’t afford.

This misguided mentality is so prevalent that the WE tv Network is now broadcasting it’s second season of their reality TV hit, Downsized. The show follows the riches to rags story of the Bruce family, a Brady Bunch-like clan living large — on over $15,000 per month — when they lose their financial footing and slip into devastation.

Sadly, more and more well-off Americans are plummeting into this same reality. From mortgage brokers to real estate executives to investment bankers, many are facing an unfamiliar new lifestyle, complete with home-cooked meals, coupon-clipping and staycations. Why?  Because they never “planned for the worst.”

What can you do — personally and professionally — to ensure stability during these most unstable times? Here are 7 smart moves…

Create a budget: Start with your out of pocket expenses. How much money do you need every month to pay for food, clothing, entertainment and extras? This knowledge will help you to prioritize your spending, manage saving, control debt and live within your means.

Have an emergency fund: Most financial experts agree that every household should have at least 6 months of their current income socked away, in case of unexpected loss of job, illness, death of spouse, disability or other unforeseen situations.

Use cash to curb spending: Pay yourself every week and use that cash, instead of plastic, for all daily expenses. This is a great way to quickly cut out  frivolous spending on such things as $3 coffees, candy bars and impulse purchases.

Pay yourself: The first bill you should pay each month should be YOU. Develop this habit early and you have the potential to build massive wealth as the years progress. Open a separate savings account or brokerage account with no debit card access. Auto-deposit a percentage of your income and never allow the funds to mingle with your checking account.

Reevaluate personal expenses: The deductible on your insurance, your monthly cable bill, your prescription and your credit card reward programs should all be analyzed. Be sure you aren’t throwing money out the window.

Realign your childrens’ values: Many people keep their kids in the dark about financial realities – preferring to live a lie in order to protect them. While it is not necessary to burden kids with money woes, it is even worse to indulge their every whim. Why not sit down with your kids and share the headlines of the day. Let them know the realities of the job market and the stagnant economy. Show them the logic of saving and the value of work and reward. Encourage part-time work when they are of age. As long as school work remains a priority and it doesn’t add to their daily stress, a small job can do much to enhance their maturity, responsibility and productivity.

Network constantly: This has become our mantra; don’t wait until you need the help of others to start networking. It is important to continually reach out to new people to gain fresh perspective, new information and ideas. Stay active in relevant LinkedIn Groups to elevate your reputation as a thought leader. Attend industry events, meet industry leaders in your field and create an ongoing dialog with them.

Close the gaps in your resume: Your resume works best for you when it tells a story of consistency and productivity. Whether you do volunteer work or consult during transitional periods, be sure your resume states specific responsibilities and quantifiable results.  Update your resume on a regular basis.  When you are working add projects to your resume as it happens. It is easier to remember your projects and responsibilities when they are fresh in your mind.

Stay current: Attend seminars and webinars, read blogs and keep up-to-date with your industry’s changing landscape. And, even if you’ve changed fields or started your own company, NEVER let your professional designations or licenses lapse!

While having high expectations is a key attribute to personal success, there is a paradox to positivity. These times demand a hearty dose of skepticism and a reality check: Are you doing all you can to protect your security and peace of mind? Remember, expect the best, plan for the worst and prepare to be surprised.

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