Financial Plan Checklist

Excellent.
Scores 4.76 with 369 votes
  • This cash is off limits until you're in your golden years!
  • After 3 months move on to step three.
  • If you can, use bonuses or tax refunds to top off your emergency fund.
  • You will need those for later, and you don't want to create more debt.
  • Progress down the list this way, ending by paying off the card with the lowest rate.
  • Contact your bank for details.
  • This depends on your current age, amount of savings you have now, and your estimated costs for life in retirement.
  • Save the highest legal amount you can annually. That's $16,500 for a 401(k) and $1,000 ;for an IRA.
  • Maybe it's saving for a college fund, or paying off your ;mortgage.
  • For college tuition, saving can be tricky because of so many shifting factors. You'll want a more structured savings plan. For paying off loans, keep funds liquid and stable in a CD or interest-earned checking account. Saving cash for a yacht in retirement? It's ok to invest a portion in the stock market...just play carefully!
Excellent.
Scores 4.76 with 369 votes

Related Checklists

Jake R Brady
By Jake R BradyOn Jan 2, 2012
By Startup ChecklistOn May 24, 2012
By Adam HughesOn Mar 12, 2015

More Related Checklist Templates

John F. Smith
By John F. SmithOn Jan 2, 2012
John F. Smith
By John F. SmithOn Dec 29, 2011

More Checklist Templates

"Financial Plan Checklist" not suitable?

Search the World's largest free library of checklist templates