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Kiplinger
Kiplinger
Business
Andrew Rosen, CFP®, CEP

MYSTERIOUS: How to rank your financial priorities - You Need To See This

A piggy bank with a bull's-eye and arrows sticking out of it.

When it comes to financial planning there are so many ways to attack it. Additionally, I find one of the hardest things for people to do is to prioritize their needs. Oftentimes, individuals conflate importance with immediacy, as in the sooner something is approaching, the more important it must be. Although I certainly understand this mindset, I don’t believe it is the appropriate way to handle one’s finances.

I’d like to take a stab at listing in order of priority how, I believe, we should be looking at our finances. Naturally, it is not one-size-fits-all and, of course, I, nor anyone else, can tell you what is most important to you.

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