Here are a set of some of the simplest matters in personal financial management. They may seem obvious, but you will be surprised at the kind of mistakes, or rather financial blunders that lots of people are capable of committing.

• Read the fine print before you sign
• Evaluate your advisor / relationship manager
• Power of Attorney – give it responsibly
• Give clear instructions to your stock broker
• Never pay cash to your advisor / agent
• Avoid dealing with multiple banks and brokers
• Delivery instructions – don’t let it slip
• Be on time – even for payments
• Statements and contracts – trust but verify
• Safeguard your documents