Formula for Financial Success - correct answer savings + aggressive tax- deferred
growth (invest)+time = wealth
American Dream - correct answer Financial stability
Happiness
Home
Family
Good Job
3 biggest regrets retired people have - correct answer 1. Not saving money sooner
2. Wish they traveled more
3. Wish they chose a different career
Financial Lifecycle (3 components) - correct answer Early Years (0-30) Setting
foundation
Good earning years (30-60) Peak period
Retirement years (60+) Enjoyment
Considerations for your Long Term Financial Plan - correct answer 1. Investment
Strategy
2. House Planning
3. Debt Planning
4. Car Planning
5. Insurance Strategy
6. Finance College
7. Tax planning
8. Retirement Planning
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