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Review

Review

Review what you have learned.

Complete the forms below or download a PDF. pdf

As examples, see how the people of Building Wealth reviewed what they learned.

Has your definition of wealth changed?



Now that you’ve read the material and thought about the information it contains, how would you define wealth?

Enter your definition. Then compare it with the definition you started with in the Introduction.


My Definition of Wealth


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Reset your financial goals.



Now, enter your financial goals and compare them with your original goals in Chapter 2: Budget to Save.

Keep these new goals with your definition of wealth. Periodically refer to your goals and measure your ASSETSLIABILITIES = NET WORTH to make sure your wealth-building program stays on track.


My Financial Goals


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What are your key wealth-building strategies?



Now, enter your own strategies for building wealth.

Keep in mind the following:

  • Educate yourself about money.
  • Establish financial goals.
  • Create a budget.
  • Save each month, using automatic deduction.
  • Take advantage of compound interest.
  • Take advantage of tax-deferred investments.
  • Research and learn about the best investments for you based on your financial goals, time horizon and tolerance for risk.
  • Build credit; use it wisely.
  • Control debt.
  • Protect your wealth.

My Investment Strategy


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My Debt Strategy


My strategies for building credit and controlling debt are:

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Keep your definition of wealth and your goals firmly implanted in your mind, and use your wealth-creating and debt-controlling strategies every day.

Budget, save and invest today.
Every day counts in building wealth.