the
benefits of
FINANCIAL
PLANNING
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WHAT IS A
FINANCIAL PLANNING?
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A financial plan is a personalized document that incorporates your current income, expenses, liquid net worth.
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WHAT IS
FINANCIAL
PLANNING?
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Financial planning is the iterative process of creating a financial plan and then actively monitoring and updating it as circumstances in your life change
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A BUDGET
Individuals and couples can ensure they live within their means by preparing and following a budget.
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EMERGENCY
SAVINGS
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A good financial plan should include an emergency fund to cover 3 to 6 months of expenses.
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DEBT PAYOFF PLAN
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Carrying a large balance on your credit cards costs you more than the money you pay in interest.
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INVESTMENT
PLANNING
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A financial plan should provide the foundation for establishing your investment strategy.
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INSURANCE
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A financial plan should include a discussion of insurance policies important for every individual and couple to consider.
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FOR MORE, VISIT CELEBZ NET WORTH
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