Financial Goals

When people think of “financial planning” their thoughts turn to how to manage their cash flow, pay off debts, save for retirement, or how to build a diversified portfolio. However, while these areas can be components of a financial plan, the most important part is knowing what your goals are. Surprisingly, very few people have…

Now that you’ve been through your year-end financial checklist, it’s time to look ahead to next year and set some financial goals. For some, a new year is a good opportunity to establish better habits, such as paying off credit card debt or creating (and sticking to) a budget, while for others a new year simply…

Your New Year’s Resolution Resolve to renew all your old resolves, And add a few that are new. Resolve to keep them as long as you can. What more can a poor man do? – Early 20th century postcard The last day of the year is often a time for looking back to the past…