Track your progress with these helpful Money Milestone Badges! Who said Achieving Financial Independence couldn’t be fun.
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10k liquid saved in a savings account
100k+ Life Insurance outside of company sponsored plan
Contributing 5k+ annually to company sponsored plan
Disability insurance through work or stand-alone policy if self-employed
Investing 5k+ Annually outside of company 401k
Basic Living Will
750+ Credit Score
No Consumer Debt
500k+ Life Insurance
Disability insurance & Gap Coverage
10k+ Invested annually outside of company 401k
Basic Trust & Medical Directives.
800+ Credit Score
No consumer debt aside from mortage
Maxed out company plan (19k+)
25k+ Invested annually outside of 401k
1mm & Life Insurance
Disability & Gap
Living Revocable Trust
1 Alternative Investment ( Real Estate, Start-up, etc.)