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EBW Financial Planning Checklist for New Graduates

| July 17, 2019
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Congratulations on your recent graduation from college! The financial advisors at Egan, Berger & Weiner have put together a checklist for you to ensure you're prepared for saving money and getting your finances in order once you start your first job. Be sure to share this with the recent graduate in your family!

EBW Financial Planning Checklist for New Graduates

□ Create Your Post-College Budget

□ Create a Cash Flow Statement

□ Establish an Emergency Fund

□ Review the Benefits Your New Job Offers / Review 401(k) Options

□ Create a Monthly Savings Plan to Start Investing Consistently

□ Establish a Monthly Investing Plan

□ Determine Your Short and Long-Term Goals 

□ Consider opening a Roth IRA or an IRA

□ Review and monitor your Credit Score

□ If Applicable, Go Over Your Student Debt and Options for Repayment (Can Payments be Deferred?)

□ Review all of these items with your financial advisor

Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

EBW is not a subsidiary of nor controlled by Voya Financial Advisors


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