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Financial Planning Basics


Financial Planning involves a number of different elements, not solely investing:

  • Setting Your Goals
  • Budgeting
  • An Emergency Fund
  • Risk Management with Insurance
  • The Three C's of Credit
  • Investing
  • Income Tax Considerations
  • Saving for College with a 529 Plan
  • Saving for Retirement
  • Estate Planning

A comprehensive E-Seminar covering these elements of planning may be viewed at http://www.ifsguniversity.com/fin-plan-basic

If you are just starting out, it is well worth the time to review!

 

 

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Comment   |  7 years, 6 months ago from Plano, TX