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2. Evaluate your investments and take your RMDs. Early 2025 is an ideal time to review your investment strategy to make sure your portfolio is still on the right track to meet your goals.
Short-term goals. Long-term goals. Vacation. Retirement. Down payment for a car or house. Opening a business. Deposit for a new apartment. Paying for a child’s education
1. Write down your financial goals. The habit: Having financial direction and focus. Putting your financial goals in writing transforms them from abstract thoughts into tangible targets. It ...
Whether you're charging into 2022 with a full head of steam or barely limping away from 2021, it's time to regroup, reassess and make a plan for the new year. With one of the most dramatic years on...
Financial goals come in all different forms, from setting money aside for emergencies to setting up a trust to pass your assets on at the end of your life. All financial goals are important, but ...
Establishing priorities. 1. Emergency fund. Before shifting your focus to long-term savings or debt repayment, your priority should be building an emergency fund to provide a safety net.
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