Summer vacations at the shore, road trips at spring break and enough gifts under the Christmas tree to fill the living room, spark joyful memories for many of us. Those days don’t have to be long gone. Financially preparing for special occasions and major holidays can afford us the same pleasures that we have grown accustomed to throughout the years.
Professional CERTIFIED FINANCIAL PLANNER™, Shaun B. Freeman says that even in the current economic climate everyone can start positioning themselves for achieving both their long term goals, like retirement, and their short term goals, like vacations and holiday gift giving, through financial planning. All it takes is a little prioritizing.
“Set goals and budget,” says Freeman who also recommends cushioning costs for contingencies. He offers the following steps as a quick guide. First, lay out goals in order of importance and according to the amount of time you have to…
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Last modified: October 26, 2018