How to Reach Your Financial Goals

April, 2024

Many factors affect an individual’s ability to reach their financial goals. Some of these factors are beyond our control, e.g., COVID-19, and some are directly affected by our decisions. Financial planning is a great way to help make sound financial decisions and protect your finances from unforeseen factors.

What are my options for investing? How much money do I need to retire? How much life insurance do I need? Can I afford a new car or a new house? These are all critical questions that are taken into consideration when financial planning.

By defining your goals and factoring in how much time you have to achieve them, you can create a financial planning timeline to follow. This will help you manage your money, determine what steps to take towards achieving your goals and help you determine what you can spend money on.

Legal Club’s Financial Education and Credit Counseling benefit provides members with access to online tools and courses that are valuable financial planning resources.

Group legal plans from Legal Club provide a wide range of free and discounted legal care, financial, tax, and identity theft benefits. Plans include access to over 85,000 online forms such as Last Will and Testament and Power of Attorney forms. To learn more about the plans offered by Legal Club, browse this website or call us at  800-305-6816.

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