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25 Financial Things You Should Know by 25

tips-for-young-adults-on-budgeting-and-saving

By 25 years old, you should have some grasp of how to take care of your finances as you begin your career. You should know:

1. The three basics of a solid financial foundation

Credit card debt paid off, emergency fund stocked up, and retirement account(s) in existence and growing. Everything else (travel, homeownership, investments) should come after.

2. How to create a budget

Because without one, you may not reach any of your goals, like buying a home, paying off your credit card debt or traveling the world. 

3. How much you make and how much you spend each month

It sounds like a no-brainer, right? Some people, however, are caught off-guard and find out the hard-way that their expenses are more than their income.

4. How to get out of debt

If not, it’s time to make a plan.

5. Your credit score

Still not familiar with this number? Afraid to look even? Your credit score determines not only what kind of credit cards you’ll get approved for but also how expensive your mortgage and car loan would be.

6. It can take a long time to save up a down payment

When it comes to buying a house, “People always say, ‘Get in as soon as you can,’ and ‘It’s OK to be house poor.’ But before buying a house, you should be financially stable. If that’s not until your 30s or 40s, that’s okay.

7. How to build a financial emergency

Financial emergencies do not include those concert tickets you “have to have” or that emergency shopping trip for your best friend’s wedding. These are optional (even if they don’t feel like it).

8. What your ideal retirement will cost

Have you ever really crunched the numbers? However, if you start at 25 (or earlier), you’ll have an easier time making sure you have enough money to retire. A good tip is to contribute the maximum amount to your 401k if your employer will match the amount. 

9. That, the older you get, the more complex your money life becomes 

10. The basics of investing

Don’t even think about investing until you have a fully funded emergency savings account and no high-interest debt.

11. Your total compensation package

Does your employer offer disability insurance? Life insurance? Health benefits?

12. Don’t rely on your parents for taking care of your finances

13. That it’s possible to juggle a couple of money goals at once

14. That you will never have “enough” money to do it all (unless you are Bill Gates or Elon Musk)

15. That you never know the truth about other people’s finances

The co-worker with great clothes could be deep in debt or have family money. The neighbor could be close to foreclosure or have paid cash for her house. That’s why it’s never wise to compare yourself to other people.

16. What not to do when you buy a new home

We all love to renovate. But remember: You’re not on an episode of one of those D.I.Y. extreme home makeover shows and, in real life, big projects cost big bucks. So don’t let your aspirations do you in.

17. How to find a financial planner you trust

18. How to dress fabulously on your budget

19. What “rebalancing” means

When you were 10, it meant climbing back up on the balance bar in gymnastics class. Now, it may mean making sure your investment portfolio is primed to grow, while also protecting yourself so your accounts won’t be decimated if there’s a stock market downturn.

20. Keep your receipts for your taxes

Some of your purchases may be tax-deductible, meaning you’ll get this money back later on. It is now your responsibility to keep your finances and purchases in order. Start getting organized!

21. The big cost of your little splurges

You should now know that your daily Starbucks runs might be hurting your budget.

22. Organize your key financial documents

You should be well aware where your birth certificate, social security cards and other official IDs are, not your parents.

23. How taxes factor into your retirement plan

Some retirement savings vehicles have you pay taxes now and are tax-free later. Some are tax-free now but charge you tax when you withdraw funds.

24. That cashing out your 401(k) may hurt you. Now and later

You already know that pulling money out of your 401(k) sets you back years and years when it comes to retiring, right? But guess what: You’ll also have a huge tax bill to pay the next April.

25. The ins and outs of interest

Simple interest is a percentage multiplied by the amount and the length of time you promise to pay it back Compound interest, on the other hand, is calculated more frequently so that it builds upon itself to make interest grow continually.

Be sure to check out Financial Focu$, our free, online financial education program that helps you manage your money more effectively and gain confidence in your financial knowledge.

Source: LearnVest

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