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Financial Planning Case Study – Young Family with 2 Kids

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Financial Planning Case Study - Young Family with 2 Kids

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I love learning by example. In this video, I will walk you through the process of building out a financial plan for a family with two young children. I use RightCapital financial planning software in this example.

It is hard to save for all of our goals and prioritize them when we have young children. Should you focus on retirement savings, college savings, building an emergency fund, saving for a house, paying off student loans, etc.

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