What’s on your life bucket list? Don’t forget to include your finances!

Many of us have a bucket list, or even a few thoughts about what we want to accomplish in life. Have you ever thought about a financial bucket list? Financial professional Mark Lloyd talked with Atlanta & Company about what should be on our financial bucket list and tips to reach those goals.

Financial Bucket List:

  1. Create a 6 Month Emergency Fund
  2. Have a Perfect Credit Score
  3. Own Your Home

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  1. Be Debt-Free
  2. Create a Financial Plan

Accomplish Your Goals:

  1. Start Small
  2. Cut Unnecessary Expenses
  3. Launch a Snowball

Access Our

Retirement Planning Kit

This helpful retirement kit includes three separate guides that address several topics you should consider when planning your retirement.