WORKSHEET 1-PERSONAL FINANCIAL GOALS WORKSHEET within which you would like to accomplish them. The listing beliow is In addoion, priontize your goals and ideraty a specific Sme frame nor meant to be ali inclusive, but merely to provide a framework within which Short-Term Goals (less than 1 year) DESIRED ACHIEVEMENT PRIORITY LEVEL 1 low- 10 high ANTICIPATED COST GOAL Accumulate emergency funds equal to 3 months' living expenses Pay off outstanding bills Pay off outstanding credit cards Purchase adequate property, health, disability, and liability insurance Purchase a major item Finance a vacation or some other entertainment item Other short-term goals (specify) Intermediate-Term Goals (1 to 10 years) Save funds for college for an older child Save for a major home improvement Save for a down payment on a house Pay off outstanding major debt Finance very large items (weddings Purchase a vacation home or time-share unit Finance a major vacation (overseas) Other intermediate-term goals (specify) Long-Term Goals (greater than 10 years) Save funds for college for a young child Purchase a second home for retirement Create a retirement fund large enough to supplement your pension so that you can live at your current standard Take care of your parents after they retire Start your own business Other long-term goals (specity) 1:58 pm
WORKSHEET 1-PERSONAL FINANCIAL GOALS WORKSHEET within which you would like to accomplish them. The listing beliow is In addoion, priontize your goals and ideraty a specific Sme frame nor meant to be ali inclusive, but merely to provide a framework within which Short-Term Goals (less than 1 year) DESIRED ACHIEVEMENT PRIORITY LEVEL 1 low- 10 high ANTICIPATED COST GOAL Accumulate emergency funds equal to 3 months' living expenses Pay off outstanding bills Pay off outstanding credit cards Purchase adequate property, health, disability, and liability insurance Purchase a major item Finance a vacation or some other entertainment item Other short-term goals (specify) Intermediate-Term Goals (1 to 10 years) Save funds for college for an older child Save for a major home improvement Save for a down payment on a house Pay off outstanding major debt Finance very large items (weddings Purchase a vacation home or time-share unit Finance a major vacation (overseas) Other intermediate-term goals (specify) Long-Term Goals (greater than 10 years) Save funds for college for a young child Purchase a second home for retirement Create a retirement fund large enough to supplement your pension so that you can live at your current standard Take care of your parents after they retire Start your own business Other long-term goals (specity) 1:58 pm
Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
Section: Chapter Questions
Problem 1PS
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Transcribed Image Text:WORKSHEET 1-PERSONAL FINANCIAL GOALS
WORKSHEET within which you would like to
accomplish them. The listing beliow is In addoion,
priontize your goals and ideraty a specific Sme frame
nor meant to be ali inclusive, but merely to provide a
framework within which Short-Term Goals (less than
1 year) DESIRED ACHIEVEMENT PRIORITY LEVEL
1 low- 10 high ANTICIPATED COST GOAL Accumulate
emergency funds equal to 3 months' living expenses
Pay off outstanding bills Pay off outstanding credit
cards Purchase adequate property, health, disability,
and liability insurance Purchase a major item Finance
a vacation or some other entertainment item Other
short-term goals (specify) Intermediate-Term Goals
(1 to 10 years) Save funds for college for an older
child Save for a major home improvement Save for
a down payment on a house Pay off outstanding
major debt Finance very large items (weddings
Purchase a vacation home or time-share unit Finance
a major vacation (overseas) Other intermediate-term
goals (specify) Long-Term Goals (greater than
10 years) Save funds for college for a young child
Purchase a second home for retirement Create a
retirement fund large enough to supplement your
pension so that you can live at your current standard
Take care of your parents after they retire Start your
own business Other long-term goals (specity)
1:58 pm
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