Getting Started with Financial Planning

 

Determine what you need the money for -- an upcoming wedding, your kid's college tuition or retirement. Be sure to pick the savings vehicle that will best help you reach your goal.

Consider this your starting point. We'll delve deeper into more specific life strategies. But for now, make a commitment to your family's future by at least going through the steps outlined above.

Think about how much more relaxed you'll be on that romantic getaway knowing you can actually afford it. Also:
The Three Levels of Financial Planning
Three Levels of Financial Planning, Part 2
Three Levels of Financial Planning, Part 3
How a Roll of the Dice Can Improve Financial Planning

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