When it comes to our finances, we all want to feel good. Whether it’s having enough in retirement savings, being able to confidently handle an emergency, or protecting our loved ones with insurance, these seven steps will help you know how to get there.
Before you even begin to set goals and make plans, it’s a good idea to know what you’re working with. We’re talking more than just what’s in your bank account. This chapter takes a look at your emotional, spiritual and cultural background as well as relationships to help you tailor your financial approach. What’s your story?
Take Action: Ignite your path! This 12-question tool turns your big dreams into small steps, and shows you how to stay motivated along the way.
For all the couples out there: You’re probably no stranger to the fact that money is a common stressor in relationships, which is why we launched The Love & Money Project™ to help couples grow stronger together by improving their relationship with money. Be Better. Together.
Start here: The Love and Money Dimensions Assessment
The unexpected can happen. Get basic life insurance and disability insurance to help protect your loved ones and your livelihood. If you have student loans, consider life insurance to help protect your co-signers.
Learn: What Is Term Life Insurance?
Take Action: How Much Life Insurance Do I Need?
Set yourself up to live fully. Consider maxing your contributions to a 401k if you have one. If not, look at establishing a basic IRA you can contribute to regularly.
Take Action: Consider a Guaranteed Retirement Plan (A Fixed Annuity)