Week 14
Welcome to the "Goals and Action" section of our program. Now that you have had a chance to look back, evaluate your insurance policies, review the different options to fund a retirement plan, have a personal balance sheet that illustrates your net worth, and have built a household inventory, it is time to start looking forward.
We’ve reviewed where you are; now we’re going to discuss where you want to be. Over the next few weeks we will be putting in place different goals and hopefully moving you to action to achieve those goals.
This week we will be discussing your mortgage in hopes to free up some funds. Over the next few weeks we will discuss college and wedding planning, death planning, and retirement planning.
This week is simple, and can make a huge difference in your finances if you own your home. We are going to have you look at refinancing your mortgage. You can save substantial amounts of money by refinancing your mortgage. You can employ these dollars to reducing debt, funding retirement, and properly protecting your family against calamity.
We’ve reviewed where you are; now we’re going to discuss where you want to be. Over the next few weeks we will be putting in place different goals and hopefully moving you to action to achieve those goals.
This week we will be discussing your mortgage in hopes to free up some funds. Over the next few weeks we will discuss college and wedding planning, death planning, and retirement planning.
This week is simple, and can make a huge difference in your finances if you own your home. We are going to have you look at refinancing your mortgage. You can save substantial amounts of money by refinancing your mortgage. You can employ these dollars to reducing debt, funding retirement, and properly protecting your family against calamity.
To Do List
|
O - Print out your Goals and Action Plan Sheet and place it in your organizer.
O - Print off and complete the "Mortgage Refinance Worksheet". O - E-mail your "Mortgage Refinance Worksheet" to [email protected] for analysis. O - When you receive your "Mortgage Refinance Worksheet" back, place it in your organizer. (If you decide that refinancing your mortgage would be beneficial... DO IT!) |
|
| ||||
Extra Credit
|
O - Catch up on whichever steps you might be a little behind on. We’ll have a lot of work to do in the next few week.
|
