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Life Insurance. Health Insurance. Wills and Trusts. Other Insurance. Budget/Plan. Garbage :. Consumer Debt. Taxes. Gambling. Derivatives. Home Buying. Identity Theft. Tax-advantaged Retirement Fund. Food Storage. Other Investments ( Index Funds). Rainy Day Fund (Safe, liquid).
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Life Insurance Health Insurance Wills and Trusts Other Insurance Budget/Plan Garbage: Consumer Debt Taxes Gambling Derivatives Home Buying Identity Theft Tax-advantaged Retirement Fund Food Storage Other Investments ( Index Funds) Rainy Day Fund (Safe, liquid) Self-Sufficiency Tithing Offerings Attitude
Priorities • While Balancing the Budget (behavior, relationships, values, human capital): • Settle the Sacred (tithes and offerings), • Manage the Misfortune (basic life, health, disability, auto, and home insurance), • Discharge the Debt (credit cards, bondage, FICO), • Anticipate the Adversity (rainy-day fund, food storage, will), • Snatch the Match (401k, 403b, 457, SEP, Keogh, SIMPLE), • Fund the Favored (IRA, Roth IRA, 529, Annuities), • Stuff the Savings (diversify across assets and time), • But Possess a Purpose and Preserve a Perspective