*SAVE MONEY AND REDUCE TAXES
GROWING WEALTH
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*SAVE MONEY AND REDUCE TAXES
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Constructing Your Plan
You’ve set your goals, made your budget, and started the debt roll-up strategy. Now it’s time to formalize your financial plan. Each goal may require a different financial vehicle to help you to achieve it. The vehicles may vary greatly depending upon whether the goal is long or short term. Money for short term needs should be kept in low risk, highly liquid accounts. To help understand the basics of various investments, these are some of the concepts with which you should become familiar:
1. The Time Value of Money
2. Rule of 72
3. Controlling Risk
4. Tax Considerations
5. Putting It All Together
Click Arrow for the Time Value of Money
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1-760-631-4300