Long Term Financial Goals Checklist

Content Type: Checklist

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What can college football teach you about setting and achieving long-term financial goals? Plenty!

Take these pages from the coach’s playbook to move toward the end zone:

Create a game plan: Draw up a budget that will let you save enough each month to reach your savings goal before the clock runs out.
Plan for blitzes: Establish an emergency fund to guard against emergency expenses that might set you back.
Vary your pass and run game: Don’t create a savings plan that’s so rigid or restrictive that it ends up costing you money in other ways. Be ready to make your move when you see an investment opportunity.
Remember it’s a team sport: Spouses who manage their finances together are more likely to meet their savings goals. So get your family off the bench!
Play your field position: Re-balance your portfolio as you get closer to your financial goals.

Looking for winning strategies to help meet your savings goal? Check out our article on Creating Your Long-Term Financial Goals Playbook.