Tag: Financial Plan

Building a Financial Plan – Part 4

This is part 4 of a series on Building a Financial Plan.  This posts covers portfolio asset class allocation, retirement savings, and college savings. Part 1 Goals and Objectives Emergency Savings Debt Reduction Home Ownership Part 2 Reducing Expenses Increasing Income Part 3 Living Will and Last Will Life Insurance

Building a Financial Plan – Part 3

This is part 3 of a series on Building a Financial Plan. We’ll continue to explore a few more areas I’ve included in my financial plan: Part 1 Goals and Objectives Emergency Savings Debt Reduction Home Ownership Part 2 Reducing Expenses Increasing Income Part 3 Living Will and Last Will