Unformatted text preview: time frame within which you would like to accomplish them. The listing below is not meant to be all-inclusive, but merely to provide a framework within which goals can be formalized. DESIRED ACHIEVEMENT DATE ANTICIPATED COST Accumulate emergency funds equal to 3 months' living expenses Purchase adequate property, health, disability, and liability insurance Finance a vacation or some other entertainment item Purchase a vacation home or time-share unit Create a retirement fund large enough to supplement your pension so that you can live at your current standard...
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- Spring '11
- Finance, short-term goals, FINANCIAL GOALS WORKSHEET, outstanding credit cards, Intermediate-term goals