Next Steps
- Do you have a fully funded emergency back-up plan to cover a minimum of 6 months expenses? (8 months would be better)
- Do you have a retirement program in place and are you making contributions?
- 401k – is it matched to the maximum allowed?
- Roth
- Other
- Do you have life insurance?
- Do you have medical insurance?
- Do you have a monthly, yearly and 5-year plan?
- How much of your income do you save each month?
- Do you have a college savings account?
- Do you have an up-to-date personal property list?
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