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Taking Stock

Perhaps the first thing we can do for planning is taking stock of the present.

I suggest listing your assets (use Excel if you need to) and debts.

After this step we can discuss our goals and strategies.

Your assets could include: Cash, Savings Account Amount, Gold, Bonds, Mutual Funds, and Real Estate. Your debts would include all the loans and IOUs you have in your life.

Let's begin!


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