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Financial Planning - Coggle Diagram
Financial Planning
Long-term - 6+ years
Invest
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Try NOT to get: Home Mortgage, Credit Card Debt, Alimony, Car/Student Loans
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Retirement - 401k, SEP Ira, Roth IRA
Sooner you start, the more you will have when the time comes to retire (also earlier retirement)
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Limit Debt - Limit Credit Card Debt, Student Debt, etc
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Consider amount, term, and rate
Insurance - Health, Auto, Life, Property, Liability, Disability, Long-term Care
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Risk Tolerance
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Factors
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Life Stage
Growth, Income, Stability
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