Escolar Documentos
Profissional Documentos
Cultura Documentos
PERSONAL FINANCE
LOGO
PERSONAL FINANCE
Use of the principles and techniques of corporate finance in an individuals money affairs, especially the methods of allocation of financial resources. Its objective is financial security and independence so that an individual or a family can meet expected expenses and withstand monetary emergencies. It involves making prudent financial decisions, budgeting, saving, investing, insurance, tax insurance, tax planning, retirement planning and estate planning.
FINANCIAL PLANNING
FIVE STEPS
Creating Plan
Execution Monitoring & Reassessment
1 2
3
4 5
SAVINGS
Establish a time-frame.
SAVINGS
Make a budget.
INVESTMENTS
BUDGETING
KEEP IT SIMPLE
EXPENSES
RETIREMENT PLANS
1 2 3
ESTATE PLANNING
Involves making plans for the transfer of your estate after death. Your estate is all the property that you own. It can include cash, clothes, jewelry, cars, houses, land, retirement, investment and savings accounts, etc. Estate planning usually has several objectives and goals.
ESTATE PLANNING
WILLS
TRUST
POWER OF ATTORNEY
LOGO