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Do-It-Yourself Financial Plan Step#4 Financial Goals
Do-It-Yourself Financial Plan step #4 is goals. Now that you have a strong financial foundation we can build wealth according to your time frame, your return needs, and your risk tolerance. Notice I…
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Do It Yourself Financial Plan Step 6 Retirement Planning
Retirement Planning is step 6 of 7 in your do it yourself financial plan. Everyone would like to retire early and retire rich. But what does that look like to you? Some people…
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Do-It-Yourself Financial Plan Step#5 Investing
Investing is the 5th step of 7 in a do it yourself financial plan. Most people don’t understand that to build wealth you have to invest. A combination of saving and investing is…
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Legacy Planning – The Basic Documents of Estate Planning and Beyond
The third step in your do it yourself financial plan is estate planning. Estate planning is thought about as wills, trusts, and gifts, etc. Not anymore. No one wants to think of sickness,…
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Do-It-Yourself Financial Plan Step #3 Estate Planning
Do-It-Yourself Financial Plan Step #3 Estate planning is not just for the dying. Wills, trusts, powers of attorneys, medical directives, etc- sounds so awful. But consider that if something were to happen to…
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Do-It-Yourself Financial Plan Step #2 Risk Management
Do-It-Yourself Financial Plan Step #2 is Risk Management. Risk Management is about managing all the risks we have in our lives. We can’t prevent disaster from happening but we can manage the risk…
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Do-It-Yourself Financial Plan Step #1 -Cash & Credit
Do-It-Yourself Financial Plan Step #1, Cash and Credit Cash flow is where you start. You may not think that you have cash flow but if you are earning money either through a job…