5 Financial Planning Tools I am Thankful For

Sometimes people need complex planning but for the most of us simple strategies will do the trick.

For that reason I have put together a list of 5 simple Financial Planning tools to maximize, to realize financial success.

5 Finanical Planning Tools

  1. The Roth IRA

– tax free growth, no required minimum distribution. Beast

2. Term Life Insurance

– affordable way to protect my family during the most important years. I sleep well at night.

3. Emergency fund.

-more than once, having cash on the sidelines has bailed me out of a jam.

4. 401k.

-I get to put more money away for retirement and my company puts some money away for me too. Team effort to get us to the finish line.

5) The actual financial plan

-provides the backbone to everyone financial decision I have to make.

I am most thankful for these 5 tools to help me achieve financial success.

-Jared

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