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Identify short-term goals that you want to spend money on in the next 3-6 months


Life’s Financial Journeys

Heading Off to College
Getting Out on Your Own
Blending Two Lives
Having a Child
Emptying the Nest
Entering Retirement
Divorce
Death of a Life Partner
Military Life


Common short-term goals may include such things as saving for a vacation, putting aside funds for a semi-annual auto insurance payment, or buying furniture.

When you know that you are going to need money for specific things in the next few months, it can help you make good decisions about how you spend your money now.

The following resources may assist you in identifying short-term goals that you want to spend money on in the next 3-6 months:

How to Achieve Short-term Goals

Goals Worksheets

A Guide to Your Financial Future


Getting Out on Your Own Tasks

1. Finding housing
2. Building credit access and usage
3. Reaching financial goals
4. Setting up a spending plan
5. Getting properly insured

Reaching financial goals Subtasks

1. Establish a rainy day fund
2. Identify short-term goals that you want to spend money on in the next 3-6 months
3. Identify intermediate-term goals that you want to spend money on in the next 6 months to five years
4. Identify long-term goals that you want to spend money on in the next 5-20, or more, years
5. Use the magic of compounding to achieve long-term goals

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