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Financial Goal Examples: Short-Term, Long-Term and Everything in Between

Trending Now: 5 Subtly Genius Moves All Wealthy People Make With Their Money Earning passive income doesn't need to be difficult. You can start this week. Financial goals are objectives that you set ...
Financial Advisor

Goals-Based Investing

This article is an excerpt from Goals-Based Investing: A Visionary Framework for Wealth Management by Tony Davidow, pp. 169-188, (McGraw Hill, December 2021). Goals-based investing addresses some of ...
The Mercury

KNOWLEDGE CENTER: Understanding goals-based investment planning — a path to financial success

In the realm of financial planning, the traditional approach often focused on achieving specific financial milestones or accumulating a predetermined sum of money. However, as the dynamics of personal ...
Self

How to Set Money Goals You’ll Actually Achieve This Year

If you’re considering setting a money goal in 2023, you’re in good company. I’m a financial therapist and most of my clients are looking to work on their personal finances next year. Unfortunately ...