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Financial Goals
Financial Goals
The need for financial goals
How to get going
The need for financial goals
Typical short-term goals
- Debt elimination
- Family vacation
- Downpayment for home
Typical long-term goals
- Retirement
- College for children
- Start own business
Need to work with family members on goals
How to get going
- Find out where you are now
- Spending records
- Net worth calculation
- Eliminate expensive debt
- Build up an emergency fund
- Get adequate insurance
- Think about buying a home
- Save through retirement accounts