1.     Set realistic goals and take steps to achieve them.

2.     Save for education.

3.     Plan and save for retirement.

4.     Choose the right mix of investments.

5.     Decide what type of insurance you need.

6.     Build an estate to leave to your family or charity.

7.     Save and invest in ways that reduce your taxes.

 

 

7 things Art of Planning can help you do: