Ultimate lifespan to do list:
20's: ( As I am out of my 20's this will be more of a things I should have done list)
1. Establish and maintain a savings account.
2. Learn to properly balance check book to avoid financial mistakes
3. Learn about E.R.A. ( Early, Regularly, Aggressively)/ recovery is key
4. Be wise with credit cards
5. Learn how to manage and eradicate debt
6. Find a nonprofit or other philanthropic cause I felt strong about and donate either my Time, Talents, Treasures, and Trust
7. Make spouse beneficiary on life insurance and other important documents
8. Make sure my spouse and I are "on the same page" about finances and financial goals
9. Stay in college so I won't have to go back in late 20's early 30's
10. Establish and live by big 4
30's:
1. Go back to big 4 early , regularly, and aggressively/ recovery is key
2. Get internship with AIDS outreach nonprofit.
3. Graduate College
4. Teach my children the importance of finance and good financial stewardship
5. Talk to my wife about the possibility of sending my children to camp iCare
6. Find a job with a nonprofit (hopefully here in Auburn)
7. Teach my children the importance of philanthropy
8. Update any estate planning documents according to any life changes
9. Continue to be "on same page" financially with my wife
10. Remember that Recovery is Key
11. Find a financial planner and begin investing.
1. Establish and maintain a savings account.
2. Learn to properly balance check book to avoid financial mistakes
3. Learn about E.R.A. ( Early, Regularly, Aggressively)/ recovery is key
4. Be wise with credit cards
5. Learn how to manage and eradicate debt
6. Find a nonprofit or other philanthropic cause I felt strong about and donate either my Time, Talents, Treasures, and Trust
7. Make spouse beneficiary on life insurance and other important documents
8. Make sure my spouse and I are "on the same page" about finances and financial goals
9. Stay in college so I won't have to go back in late 20's early 30's
10. Establish and live by big 4
30's:
1. Go back to big 4 early , regularly, and aggressively/ recovery is key
2. Get internship with AIDS outreach nonprofit.
3. Graduate College
4. Teach my children the importance of finance and good financial stewardship
5. Talk to my wife about the possibility of sending my children to camp iCare
6. Find a job with a nonprofit (hopefully here in Auburn)
7. Teach my children the importance of philanthropy
8. Update any estate planning documents according to any life changes
9. Continue to be "on same page" financially with my wife
10. Remember that Recovery is Key
11. Find a financial planner and begin investing.
40's:
1. Revamp Big 4 as needed (E.R.A.)/recovery is key
2. Continue stressing importance of good finance and good financial stewardship to my kids
3. Continue to stress the importance of philanthropy to my children
4. Make sure I have a good diverse investment portfolio
5. Make sure all important documents are up to date
6. Manage credit wisely
7. Continue philanthropic ventures
8. Continue saving for retirement
50's:
1. Big 4 (E.R.A.)/recovery is key
2. Continue philanthropic ventures
3. Keep an eye on investment portfolio
4. Continue proper credit management
5. Continue saving for retirement
6. Continue instilling philanthropic values in my children]
7. Make sure any wills, trusts, estate, or other important documents are up to date.
1. Revamp Big 4 as needed (E.R.A.)/recovery is key
2. Continue stressing importance of good finance and good financial stewardship to my kids
3. Continue to stress the importance of philanthropy to my children
4. Make sure I have a good diverse investment portfolio
5. Make sure all important documents are up to date
6. Manage credit wisely
7. Continue philanthropic ventures
8. Continue saving for retirement
50's:
1. Big 4 (E.R.A.)/recovery is key
2. Continue philanthropic ventures
3. Keep an eye on investment portfolio
4. Continue proper credit management
5. Continue saving for retirement
6. Continue instilling philanthropic values in my children]
7. Make sure any wills, trusts, estate, or other important documents are up to date.
60's
1. Big 4 (E.R.A.)/ Recovery is key
2. Continue Philanthropic ventures
3. Maintain investment portfolio
4. Maintain proper credit management
5. Start thinking how I am going to enjoy my retirement
6. Continue instilling philanthropic values in my kids
7. Update will, trust, estate, and other documents as needed
1. Big 4 (E.R.A.)/ Recovery is key
2. Continue Philanthropic ventures
3. Maintain investment portfolio
4. Maintain proper credit management
5. Start thinking how I am going to enjoy my retirement
6. Continue instilling philanthropic values in my kids
7. Update will, trust, estate, and other documents as needed
70's
1. Big 4 (E.R.A)/ Recovery is key
2. Continue Philanthropic involvement
3. Maintain investment portfolio
4. Maintain proper credit management
5. Enjoy my retirement
6. Continue instilling philanthropic values in my kids.
7. Make sure any wills, trusts, estate, or other important documents are up to date.
1. Big 4 (E.R.A)/ Recovery is key
2. Continue Philanthropic involvement
3. Maintain investment portfolio
4. Maintain proper credit management
5. Enjoy my retirement
6. Continue instilling philanthropic values in my kids.
7. Make sure any wills, trusts, estate, or other important documents are up to date.
80's
1. Big 4 (E.R.A.)/ Recovery is key
2. Continue Philanthropic involvement
3. Maintain investment portfolio
4. Maintain proper credit management
5. Enjoy my retirement
6. Continue instilling philanthropic values in my kids.
7. Make sure any wills, trusts, estate, or other important documents are up to date.
1. Big 4 (E.R.A.)/ Recovery is key
2. Continue Philanthropic involvement
3. Maintain investment portfolio
4. Maintain proper credit management
5. Enjoy my retirement
6. Continue instilling philanthropic values in my kids.
7. Make sure any wills, trusts, estate, or other important documents are up to date.