1. Whats Next for Your Personal Financial Plan? Use the suggestions listed in this chapter to perform...

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1. What’s Next for Your Personal Financial Plan?

Use the suggestions listed in this chapter to perform a financial checkup.

Discuss the importance of investment goals and financial planning with other household members.

Purpose: To determine specific goals for an investment program.
Financial Planning Activities: Based on short- and long-term objectives for your investment program, enter the items requested below. This sheet is also available in an Excel spreadsheet format in Connect Finance.
Suggested Websites: www.moneymanagement.org, www.goodfinancialcents.com

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Focus On Personal Finance

ISBN: 9781259919657

6th Edition

Authors: Jack Kapoor, Les Dlabay, Robert Hughes, Melissa Hart

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