Some short-term financial goals only take a few minutes, while mindset-based goals, such as developing good habits, can take place within a few days if you maintain financial discipline. Mid-Term ...

Setting financial goals can help you establish good money habits. While short-term goals can get you started, long-term goals ...

Wondering if you can trust your financial advisor? Learn what red flags to watch for and how to choose a reliable, ...

I remember the first time someone told me I needed to set goals. I nodded my head in seemingly involuntary agreement. Sounds good. Let’s do it. I set the goal, worked toward it and accomplished ...

According to a US News & World report, 82% of Americans have a financial goal for this year. Derieck Hodges, CFP and financial planner at Anchor Pointe Wealth Management, joins Wealth to discuss ...

Goals are the backbone of good financial planning, which is why we so often talk about helping clients make the most of them. Identifying SMART goals (that is, goals that are specific, measurable ...

Setting goals is an important part of any financial plan. Without goals, it's impossible to know if you're on the right track. Choosing a good financial goal starts with understanding your current ...

A financial maintenance calendar can help you organize and manage your financial life and relieve the stress of setting your ...

As we enter 2025, what the market is offering a goals-based investor is quite different than what it was offering just a few years ago, and we believe the current environment is a good one for a ...

Setting financial goals as a couple is an important step in building a secure future ... A good rule of thumb is to save 20% of the home's purchase price for a down payment to avoid private ...

Whatever your goals in 2025, a budget is a key to prioritise your spending, whether that's on a "big purchase, paying off debt, or investing in your future", said Forbes. Start a rainy-day fund ...

While more than one-third of Boomers have taken the necessary steps to document their financial plan (38%), another third (34%) have only thought about their financial goals.