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ESTATE PLANNING
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Remember, financial planning is an ongoing process. At different stages
of your life you’ll have different financial needs and goals. As you achieve
one goal, another will take its place. Consequently, most financial planners
advise that you review your financial plan annually -or more frequently
if a major change occurs in your circumstances.
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By looking at your plan each year, you can see where you stand,
check the progress you’ve made toward your goals, and decide if
you need to revise any of your current goals or set new ones.
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Right-click on the hyperlink and choose “save target as…”
to download the Personal Finance Overview, a PDF containing more in-depth information regarding this course. |
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Congratulations, you have now completed the course on Financial Management
for Families!
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