Expense Account, Mint
One of the reasons that people find buying financial products tough is that there is no connect between the product and what it will do. A car gets you around the city. A washing machine, well, washes clothes. And a laptop allows me to write this piece.
But what will that mutual fund do for you? Or this insurance policy? Look at the financial products you have in your portfolio and answer this question: What is the role of each of these products in your life? Why did you buy it and what will it do for your financial life? I have been asking this question at my workshops for a while now and the overwhelming lack of an answer and the sheer confusion about financial products and their function in our lives promoted me to design a system that will attempt some answers.