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Friday, March 1, 2013

Written Notes vs Memory

form

Today I went to the bank to redeem one of the mutual funds. I intended to redeem Mandiri Investa Pasar Uang, but when I filled out the form, somehow I wrote Mandiri Investa Dana Utama. I only realized the mistake when I got home to input the transaction in my computer. Although the mistake was not fatal this time, it could have been a disaster.

Lessons:

  1. Write your plan on paper instead of relying solely on your memory
  2. Bring the latest statement to the bank to help you fill out the detail on the form
  3. Concentrate when writing the form
  4. Re-read what you have written and compare it with your notes or statement

Have you ever made a mistake similar to this? Please share your story in the comments.

 

Learn and Grow,

Inge Santoso, B. Com, CFP®

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