Show Your Love by Working Towards Financial Goals Together

Here are some traditional gifts of love that you can replace with gifts of financial health with your sweetie.

 

Cost of one dozen red roses delivered:  $69.99

Invest $69.99/year for 20 years at 7% and you will have $3,070.  Enough to buy a 7-day Caribbean Carnival Cruise for two!

 

5th wedding anniversary:  Wood – furniture, wooden clogs, wood spoons, fireplace wood?

Wouldn’t you like to pay off your credit card debt together?  Talk through a plan for cutting down expenses and getting high interest credit card debt out of the way.

 

Cost of half carat diamond earrings at Blue Nile.com:  $610

Invest $610/year saved for 20 years earning 7% and you will have $26,750.  You could pay for a semester of college for your child.

 

Cost of 72% cacao dark chocolate bar at the grocery store:  $3.00

Invest $3/month for 20 years earning 7% and you will have $1,571.  Okay, that’s not worth the sacrifice.  Buy the dark chocolate and enjoy!

 

If these topics sound like they would be of interest to your employees, sales conference, or professional organization, contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com for more information.

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