Your age plays a significant role in affecting the goals you set. When making financial goals it is important to consider: how old you are, your marital status, your dependents, income level, net worth etc. This way, you can set priorities and better plan your goals.
Learn more about Setting financial goals and reaching them via an example illustrated in our presentation - YouTube video above.
Here are some examples of financial goals by age group:
As you can see, there are certain stages in life where
saving for a specific goal becomes a priority (for example when you have
children – your priority becomes setting aside enough money for child’s
education, etc). When planning for future, consider the following questions:
How to set financial goals?
What is a financial goal?
When
to start saving for retirement?
How to save for child’s education?
Do I need a
financial planner to save money for my goals?
What is a budget and how to learn
more about budgeting?
How to save money for down payment to buy a house?
How
much money should I save every month?
In our online course we answer the above questions, please
feel free to join and learn with us! Link to the course bellow:
Great tips, many thanks for sharing. I have printed and will stick on the wall! I like this blog. Aetna, Humana, Wellcare and Allwell carriers
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