Personal Finance Case Study

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For a goal to be the most efficient it can be, it has to be S.M.A.R.T. as Siegel and Yacht (2009) explain in our textbook, Personal Finance. Personal finance is the way we conduct and work with our own household finances and how we make the best of what we have. Goals we make in doing that have to be specific, measurable, attainable, realistic and timely. Let me explain these five individually. We have to make our goals specific which means nothing general such as, "my goal is to succeed in life.” Those kinds of goals won 't work. Your goal has to be measurable and should be tracked in the process of accomplishing it. It should be attainable, shouldn 't be anything that you as a human being cannot accomplish and it also has to be realistic …show more content…

goal. Since this involves two goals at the same time, it would be hard to accomplish if Alice was still paying off her student loan. Once her student loan is payed, if she starts using up all her income then none of her future goals will be met. She has to start saving the money she was previously putting into her student loans. That will result in her first being able to buy a house because timeline wise that 's more intermediate. Then eventually she can save for her children 's education which is a long term goal. If she wants to do both of these things in a short term or intermediate timeline then she might have to take a second job so she can save extra money or she cuts down her expenses to the very basic necessities.

To accumulate assets is a little vague if you are following the S.M.A.R.T. planning process. If Alice ends up buying a house, she will have accumulated that as an asset. She needs to save money to buy a car, pay it off, pay its insurance every month. She might even want to invest in bonds or other such financial processes which would count as assets. Maybe she wants to buy some gold. This can only happen once she has bought a house for herself. This way she can keep up the savings for her children 's education alongside saving up to buy or invest in these large assets as a one-time

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