- November 4, 2013
- admin
- Developing a Financial Plan, Guides, Life Events
This Financial Guide tells you how to begin the financial planning process. It provides worksheets to help you find out where you are financially and where you want to be in the future. It will help you identify your goals, determine your net worth and cash flow, plan to achieve your goals as well as […]
- November 4, 2013
- admin
- Developing a Financial Plan, Guides, Life Events
A budget is an essential component of your financial plan. Not only does it force you to monitor your spending, it enables you to focus on which items (such as loans and credit card debt) you can pay off or pay down so that you can accumulate funds for retirement, education, or buying a home. […]