Below you'll find a list of all posts that have been tagged as “goals based investing”
Raising a family and investing for retirement are not tasks that constantly have to be at odds with one another. Today Kevin Foster, CFP discusses how to make the most of your money while raising a family and trying to save for your future retirement goals.
Have you ever thought about what the intent is of your current investments? Don’t worry most haven’t, no one knows what the value of the investment will be when they’re planning on achieving a retirement goal. Let’s discuss the opportunity costs of holding an investment versus achieving financial goals!
In addition to saving for retirement, there may be several other major financial goals you’ll need to juggle in a lifetime. Let’s say that at the age of 25, you earned $35,000. If your salary increased at the average historical rate, you’d have earned nearly $2 million in total by the time you were 65.1,2 That might sound like a …
While market declines, corrections and downturns can be disheartening, they can also be opportunities for investors with workplace retirement plan accounts, IRAs or any long-term investment programs that use dollar-cost averaging. Dollar-cost averaging is a method of investing a fixed amount of money at regular intervals. It works the same for everyone, regardless of investment experience. Down markets can actually …
Americans are living longer, healthier, and more active lives than past generations, and they want to ensure their healthcare and domestic needs are met. That means saving for a longer retirement is critical. Everyone has different circumstances. Fortunately, a diverse array of options is available to address your individual needs and aspirations. A skilled financial consultant can help you navigate …
With the stock market hitting all-time highs on a what seems like a daily basis, now is the time to review heavily appreciated and concentrated stock holdings. What is intent of the investment that you are holding? Is there a particular goal in mind? No one knows what the value of the investment will be when you want to achieve …
