Session Three: Long-term Financial Planning
Once you have an understanding of your budgeting and bookkeeping, you can start looking at long-term planning. We’ll go over the basic definitions you need to know (i.e. money markets, CDs, IRAs, and mutual funds), along with how to determine which options are best for you. Other topics may include debt management, emergency savings, preparing to purchase real estate, and any other long-term financial planning questions you may have.
This discussion was recorded in 2020