The Only Consumer Financial Planning Software Online! Why is a written financial plan important? |
| A Goal Without A Plan Is Just A Wish[1] |
| l | A plan can Inspire | l | Written goals are easier to Achieve | l | Plans capture your Vision | l | A written plan is a road map to your Dreams | l | Planning helps you make good Decisions | l | Written action steps are easier to Implement | l | A written plan’s progress can be Monitored | l | Planning transforms obstacles into Opportunities |
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It seems as if most people are not following a plan, and it shows: With our Software you can create an Early Retirement Plan or a Personal Finance Estate Plan | l | A majority of people aren’t saving enough for retirement: 51% over 55 saved less than $50,000[2] | l | People are saving less than ever: the savings rate is the lowest since The Depression[3] | l | Personal debt continues to climb: Since 1990 household debt rose 80%, inflation adjusted[4] | l | Home foreclosure have increased 68%[5] and bankruptcies have risen[6] | l | Only 25% of people have any type of financial advisor and 1% to 2% follow a written plan |
| The best time to make a game plan is not the third quarter start eFinPLAN now
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| An eFinPLAN financial plan will address over 50 important issues: Review Details
| [1] Antoine de Saint-Exupery 2 Employee Benefit Research Institute's 2005 Retirement Confidence Survey. 3 2006 Personal Savings Drop to 74-Yr. Low." AccessNorthGa.Com. 2 Feb. 2007. Associated Press. 29 Apr. 2007 <http://www.accessnorthga.com 4 Mote, Larry, and Daniel Nolle. SPECIAL STUDIES—RISING HOUSEHOLD DEBT: a LONG-RUN VIEW. Office of the Comptroller of the Currency (OCC), the U.S. Treasury Department. Washington DC: OCC, 2005. 1 May 2007 <http://www.occ.treas.gov/qj/qj24-1/3-SpecialStudies.pdf 5 Reed, Danielle. "Rising Foreclosure Rates Point." RealEstateJournal.Com (2007). 2 May 2007 http://www.realestatejournal.com/buysell/markettrends/20060417-reed.html>. 6 American Bankruptcy Institute |
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