Exercises for Module 1
- If you did not print off the various worksheets provided in this Module, do so. Fill them in as this will help you focus on exactly where your money is going right now and how much you will need to meet your future goals.
- Understanding your personal risk tolerance is very important. You don't want to spend sleepless nights worrying about your investments. Writing down your thoughts as to how you feel about risk will help you begin to focus on appropriate investment vehicles to meet your individual needs.
- Be sure you have tried the savings calculator using several different scenarios. Decide which of these is really practical for you and begin to think about how you can achieve your specific goals.