CHAPTER3

Assessing Your Timeline

In This Chapter

  • How your investment goals depend on your age
  • Improving your long-term financial success
  • Creating a schedule to meet your goals
  • Devising strategies for unique goals

When I was studying for my CFP® certification, one of my much younger classmates reported on a call she’d received that left her aghast. A professional couple in their 50s had called seeking financial planning help and had total savings of $40,000. She kept saying, “How can you get to be that age with no savings?”

Let me tell you how: in your 20s, you’re trying to pay off school loans while having some semblance of a social life. ...

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