Tools - Financial Journey

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7 Terms

1
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Retirement

Trad 401(k()/Roth IRA

Insurance

HYSE

2
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Wedding

Job (cashflow)

savings

loans

liqudity via hysa

3
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Job Loss

unemployment

pause on loans

4
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promotion

cost of liviing changes

  • house upgrades or sell

  • retirement (portable)

5
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large asset aquisition

line of credit

savings

whole life insurance

6
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disability

insurance

line of credit

HYSA

checking

side jobs

7
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Education

529 budget scholarships credit