October is National Financial Planning month, here are tips on planning your financial future

October is National Financial Planning month, here are tips on planning your financial future

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The video discusses financial planning during National Financial Planning Month, focusing on major life events like weddings, buying a home, and college. It emphasizes early planning, exploring financing options, and balancing long-term goals with immediate needs. The 50/30/20 strategy is recommended for managing finances, and various tools and resources are suggested for effective budgeting. The importance of working with financial advisors is also highlighted.

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3 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What role does emotional decision-making play in financial planning?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What are some examples of life events that require extra budgeting?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

What tools or resources can help individuals save for significant purchases?

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