023 – How to Balance Short-Term vs Long-Term Goals

• Understand the purpose of what you’re saving for
• Know your short to medium term goals 
• • Emergency Fund
  • Home purchase fund
  • Other goals? Travel, new car, etc…
• Start with the short-term goals. Can you save enough to these goals and still save enough for your retirement needs? If so great. If not then something needs to give.  
• General guidelines:
• • If you have a 401k match, take it.
  • Make sure you have an emergency fund

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