Module IX·Article I·~1 min read

Personal Finance

Financial Planning

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Personal Finance

Personal finance Net worth calculation: assets minus debts (how much you are worth) Cash flow management: managing incoming and outgoing money Budgeting: planning expenses (how to allocate your salary) Emergency fund: a reserve of 3-6 months of expenses in cash (insurance) Debt management: managing debts (loans, mortgage) Mortgage optimization: mortgage optimization (early repayment or invest?) Insurance planning (Life, Health, Disability, Long-term care): insurance—life, health, disability, long-term care Retirement planning: retirement planning (how much to save, when to retire) Education planning: saving for children’s education Estate planning: estate planning (will, trusts)

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