Planning is the key element to financial prosperity and investment growth…
  • Set goals and prioritiesPlanning
  • Make a budget
  • Basics of banking and saving
  • Basics of investing
  • Invest in stocks
  • Invest in mutual funds
  • Invest in bonds
  • Buy a home
  • Control your debt
  • Save for college (if you have kids)
  • Reinvest your money
  • Plan for retirement (401k, IRA)
  • Asset allocation
  • Hire a Financial advisor 
  • Health insurance
  • Understand taxes, and tax codes
  • Home, Life insurance
  • Estate planning
  • Take advantage of employee stock options

I highly recommend a yearly review of your financials goals.
Annual financial planning review serves many purposes- allowing you to evaluate and adjust your goals, ensuring that your strategies are aligned with your goals.

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