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Transfer Of Wealth

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Our Financial Makeover:

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While, Increasing Your...

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WEALTH LITERACY

#1

VALUES

#2

PRIORITIES

What do you hold dear?
How we spend and save money is influenced by our values and priorities.Even though we all require the fundamentals, such as food and shelter, each person or family will make their own financial decisions based on what they value most.
Make a list of the values that you hold the most dear.
Independence, education, health, safety for the family, reputation, faith, adventure, and community service

Priorities in Financial Planning Your spending priorities are determined by your values and financial objectives.Although individual choices vary, a number of financial experts recommend six steps for establishing a strong financial foundation.
Check to see that your income is higher than your expenses. Participate in your company's 401(k) Leverage high-interest debt, such as credit cards. Create a fund for last-minute expenses Add to your Gold Mine account investments Save for other objectives like a vacation, a new Fleet, a Rental property, etc. 

#3

STRATEGIES

Strategies for Success As you progress through the other courses, keep in mind these strategies.
Set a goal Post your financial goal on your desk, mirror, or refrigerator. When you are torn between saving money and spending it, consider which action will get you closer to your goal. Keep your attention on you and ignore how other people spend their money. You won't get any closer to your financial objectives if you try to keep up with the Joneses.
Start today and proceed. Financial security is a marathon, not a sprint; therefore, concentrate on making incremental progress each day. Celebrate the small victories you have achieved, such as Expanding your Business and Brand, resisting the temptation. 

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We spend a lot of time thinking about money, making money, and spending money. We can take care of our families, make plans for the future, and engage in leisure activities with sufficient funds. Our options are constrained by our lack of resources. The presence or absence of money has profound effects on the body, mind, and spirit.