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Review Has your definition of wealth changed? Now that you've read this workbook and thought about the information it contains, how would you define wealth? In the space provided, write your definition.
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How to Fill Out Review - Building Wealth:

01
Start by assessing your current financial situation. Take stock of your income, expenses, investments, and debts. This will give you a clear picture of where you stand financially and help identify areas for improvement.
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Set clear financial goals. Determine what you want to achieve in terms of wealth-building, such as saving for retirement, paying off debt, or investing in real estate. Setting specific goals will guide your review and make it more effective.
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Assess your investment portfolio. Review your current investments, such as stocks, bonds, real estate, or mutual funds. Evaluate their performance, risks, and potential returns. Consider adjusting your investment strategy if necessary.
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Examine your debt situation. Determine the amount and interest rates of your debts. Consider creating a plan to pay them off strategically, starting with high-interest debt first.
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Analyze your savings and emergency fund. Evaluate the amount you have saved and whether it aligns with your financial goals. Ensure you have an emergency fund to cover unexpected expenses.
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Evaluate your insurance coverage. Review your health, life, auto, and home insurance policies to ensure they provide adequate coverage for your current situation. Make adjustments if needed.
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Consider seeking professional advice. If you're unsure about certain aspects of your review or need personalized guidance, consult with a financial advisor or wealth manager. They can provide expert insights and help you create a comprehensive wealth-building plan.
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Regularly monitor and update your wealth-building review. As your circumstances change, make it a habit to periodically revisit and update your review. This will ensure you stay on track towards your financial goals.

Who Needs Review - Building Wealth:

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