Segmentation of Financial Goals
Short-Term
- Debt Management
- Rainy Day Fund
Mid-Term
- Car, Vacation, Furniture, ????
- Saving for College
Long-Term
- Retirement Plan / 401(k) / Pension Plan
- Traditional and Roth IRAs
- Social Security
- Life Insurance
Checklist
- Wills, Living Wills
- Insurance - Life, Umbrella, Health, Disability, Long-Term Care, etc.
- Beneficiary Designations
- Gifting (family and charity), Tithing, Transition Plans