Chapter 2. Identifying Your Financial Goals

IN THIS CHAPTER:

  • Prepare for life’s most common costs

  • Plan for buying a home and achieving other big financial goals

Preparing for Life

Now that you’ve analyzed your financial state of affairs, the next step is to make sure you have the proper insurance and legal documents. In this chapter, you’ll find a helpful checklist to ensure that you don’t forget anything. Right now, concentrate on planning for the future. The sooner you start, the better.

You’re already on the right path to saving money rather than spending everything. This chapter is the fun part. Grab a pencil and paper and list all the important things you’d like to have over the next several years.

Your short-term savings goals may include saving ...

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