What your financial plan should cover #FinsburyAssoc

What your financial plan should cover #FinsburyAssoc

Michael Swart Michael Swart

Michael Swart

National Business Development Manager - Deceased Estates, Residential, Industrial, Commercial & Agricultural Property at BidX1 - Your Digital Property Marketplace

发布日期: 2016年1月26日
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Financial planning includes every aspect of your finances. Your financial plan should cover:

  • Saving and Investing
  • Paying down debt
  • Insurance
  • Taxes
  • Retirement Planning
  • Estate Planning

5 reasons to have a plan

  1. Prioritize your financial goals – For example, if you buy a new car now, will you have enough savings later to buy a house or go back to school? Which of these goals is most important to you?
  2. Save money to reach your goals – You may find it easier to save when you know what you’re saving for.
  3. Focus on the bigger picture – Your financial plan considers everything from watching your spending to managing your investments to minimizing your taxes.
  4. Organize your finances – A financial plan can help you balance spending and saving, keep track of expenses and manage debt.
  5. Worry less about money – With a plan, you’ll know where you are today and how to get to where you want to go.

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