Good Financial Reads: Setting Financial Goals (Part Two)

3 min read
October 09, 2020

Setting Financial Goals (Part two)

A Focused Framework for Success: Define goals, Create a Plan, and Take Action

by Matthew Broom, Forward Focus Financial Planning, LLC

What are you buying with the money you have? Happiness, fulfillment, and well-being probably aren't the answers that come to mind. Time and time again, I hear couples say things like "we don't really know where our money goes" or "we're too busy to worry about our money." And, as life goes on, incomes rise, expenses follow right along, and what increases more—stress or fulfillment?

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How to Use Your Goals to Make Decisions Under Uncertainty, and Not Your Feelings.

by Massi DeSantis, Desmo Wealth Advisors, LLC

Reacting to short term losses and market uncertainty can lead to costly long-term decisions. Use technology and a goals-based approach to put current losses and volatility in the right perspective, and find better solutions.

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The Truth About Financial Advice Most Experts Won’t Tell You

by Eric Roberge, Beyond Your Hammock

If you go and seek out financial advice, you will find a lot of people ready to give you their opinion on the best thing to do with your money.

And they might actually have great advice that is sound, reasonable, and wise. The problem, however, is that it may or may not apply to you… and it’s not always easy to tell the difference.

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An Immigrant's Guide to Setting Financial Goals

by Sahil Vakil, MYRA Wealth

There is beauty in being fortunate enough to move from one country to another and start again. While it’s an exciting time to know you’re on your way, figuring out the financial system is not an easy job.

In your first few months, you will have a lot to do to get your footing of a new country, a new financial system, and with new goals to get you set up for success. You should be able to create a secure life wherever you land, and with our help and suggestions below, you’ll be able to set up smart financial habits to enable you to build that life.

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Managing Competing Priorities and Financial Goals with Our 4-Step Process

by Eric Roberge, Beyond Your Hammock

We all know the dangers of lifestyle creep. But what about priority creep? Here’s how to manage multiple competing priorities and financial goals so you can achieve and enjoy what you really want.

Most of us have much more than just one thing we want to do, have, enjoy, or accomplish. But we all have limited resources (time, money, and energy) to use toward achieving our multiple goals.

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3 Unexpected Money Lessons… from Robert Frost?

by Eric Roberge, Beyond Your Hammock

It might sound crazy — but we can actually take a few financial lessons from one of the most famous pieces of American poetry.

You’ve likely at least heard of Robert Frost’s famous poem, The Road Not Taken... and you might be just as likely to misinterpret it.

[Listen to the Podcast


For more on setting financial goals, be sure to check out Good Financial Reads: Setting Financial Goals (Part One).

Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.