Personal financial goals and the life cycleuse worksheet 11, Ask an Expert

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Personal Financial Goals and the Life Cycle

Use Worksheet 1.1. Fill out Worksheet 1.1, “Summary of Personal Financial Goals,” with goals reflecting your current situation and your expected life situation in 5 and 10 years. Discuss the reasons for the changes in your goals and how you’ll need to adapt your financial plans as a result. Which types of financial plans do you need for your current situation, and why?

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Financial Management, Finance

Category:- Financial Management
Reference No.:- M91945196

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