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Personal Financial Goals and the Life Cycle Use Worksheet 1.1 . Fill out Worksheet 1.1, Summary of Personal Financial Goals, with goals reflecting your current

Personal Financial Goals and the Life Cycle

Use Worksheet 1.1. Fill out Worksheet 1.1, Summary of Personal Financial Goals, with goals reflecting your current situation and your expected life situation in 5 and 10 years. Discuss the reasons for the changes in your goals and how youll need to adapt your financial plans as a result. Which types of financial plans do you need for your current situation, and why?

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