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Goals for New Year

1/10/2022

LAFCU Presents

(Continued)

  1. Financial planning goals are lifetime goals. Think about it: if your dream for your life includes regular, extensive travel or a private education for your children, those things are also financial goals because you will need sufficient funds to achieve them. So, your first step is to think about (and even better, write down!) what your lifetime, or lifestyle, goals are and why they are important to you. The “why” is key because it will serve as a compass point when obstacles, challenges, and tough decisions come along.
      
    Here are some lifetime and financial goals that might be important to you:
      
    1. Retire early
        
    2. Own a vacation home
        
    3. Travel
        
    4.  Send your children to certain schools
        
    5.  Have a second career or start your own business
        
    6. Work part time to pursue other passions

 



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