Are your financial goals well-defined?
While "I want to have lots of money" may sound like a great goal, it's just too vague. How much is "lots?" If you don’t know … how will you know when you have it? And will the "lots" of today be enough for tomorrow?
In developing your financial goals, make sure they’re S.M.A.R.T. …
These are just a few examples of S.M.A.R.T. retirement goals. Your goals might be similar to these or, they may be entirely different. We would love to hear what you are planning.
April is Financial Literacy Month. If you haven't already taken some time to clearly define your financial goals, don't put it off any longer. Well-defined goals are imperative for creating an effective financial strategy.
If you'd like help setting "S.M.A.R.T." goals, please feel free to give us a call.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
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Financial Literacy Month - Defining SMART Financial Goals
April 01, 2021