“If you always do what you've always done, you always get what you've always got.”
― Zig Ziglar
Put 1st things 1st! Be realistic!
Put financial issues in the correct order! Once you have established a spending plan - a budget - you must have a safety net.
Focus all financial efforts on creating an emergency fund. If you have debt this phase of the emergency fund should only be between $1,000 - $2,500, depending on your family size.
Next, you will need to examine spending habits in light of your particular goals. Identify the needs and wants to determine if they are in line with those goals.
You should do a review of investments, insurance coverages, tax situation, and even your will or estate plan. These are things we have a tendency to overlook because for the most part will deal with them very infrequently.
Below are a few resources - click buttons to download forms!
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