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The Importance of Financial Goals

The Importance of Financial Goals

We view goals as life’s destinations, whether it is where you want to be at the end of the day or at some point in the distant future. But there is a big difference between a clearly stated goal with a plan to achieve it, and a hope or a pipe dream that merely swirls around in your head. If a goal is not perceived as realistic or achievable, then…

Your Financial Planning Calendar for 2020

Your Financial Planning Calendar for 2020

JANUARY Map out a spending and savings plan. Budgeting may seem like a bore, especially as the winter doldrums set in. Rather than think of it as a financial killjoy, view it as a way to ensure that you have enough money for what you truly value and enjoy—say, a secure retirement and a vacation or two every year. A popular budgeting guideline…