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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Related Book For
Focus On Personal Finance
ISBN: 9781259919657
6th Edition
Authors: Jack Kapoor, Les Dlabay, Robert Hughes, Melissa Hart
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