No dollar plan is complete without incorporating strategies to safeguard your money and assets. After all, what is the point in growing your dollars if you might lose them down the road? While we usually think of insurance, investment vehicles, and trying to stay away from the Bernie Madoffs of the world as the way [...]

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By now you’ve put in a lot of work defining your goals, prioritizing them and calculating the costs. It’s finally time to implement! Here’s the steps we’ve already covered: Step 1: Brainstorming Step 2: Assigning Numerical Values Step 3: Calculating Total Cost Step 4: Reflecting on Priorities and Values Step 5: Fit Your Goals To [...]

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It’s time for Step 4 in the series! I like this step because you are truly aligning where your money goes to your values. Nothing feels better than putting your money towards your true desires. Previous Steps: Step 1: Brainstorming Step 2: Assigning Numerical Values Step 3: Calculating Total Cost Step 4: Reflecting on priorities [...]

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If you like numbers, step 3 should be a fun one! If you are following along with the series, you should have your brainstorming from step 1 and your grid of goals from step 2 done. Step 3: Calculating Total Cost This step will probably take the longest of all the steps. Give yourself some [...]

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Now that you have step 1 complete and have a nice list of goals, it’s time to put the goals in a working order. Step 2: Assigning Numerical Values This isn’t necessarily a priority order, but rather an order to work on the goals as you fit them together in your dollar plan. Consider it [...]

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