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What You Can Do Right Now

Information is great. But taking small steps now can lead to big changes.
  • Today
  • Consider your life stage. Are you a single professional, or are you newly married? Do you have kids?
  • Consider your values. Do you use your money for security, to show your love of others, or to enjoy life? Your values can help you decide how much to spend on life events.
  • Next Week
  • Think about those life events that would be most costly to your family if they are not planned for.
  • If you have more than one life event in your future, ask yourself: which are the most important to me? If I don’t pay for it, what will happen? This will help you to decide which ones to save for first.
  • During the Next Few Months
  • Start saving for the life events you identified in your planning process. Figure out ways to reduce the overall cost of some life events.