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Personal Financial Planning

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Personal financial planning consists of three general activities:

  • Controlling your day-to-day finances to enable you to do the things that bring you satisfaction and enjoyment.
  • Choosing and following a course toward long-term financial goals such as buying a house, sending your kids to college, or retiring comfortably.
  • Building a financial safety net to prevent financial disasters caused by catastrophic illnesses or other personal tragedies.