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Personal Strategies.....  

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Retirement


 


Personal Strategies

We all have hopes and aspirations – to purchase a new car or a better house, to put the children through university or college, or to attain financial security and a comfortable standard of living in retirement – but realising these goals requires careful planning.

In particular, it means:

  1. Setting specific goals - Short-term, medium-term, and long-term financial and personal goals

  2. Making a plan to achieve these goals

  3. Implementing the plan and routinely revising it from time to time to reflect changes in circumstances

 
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