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Match Your Financial Goals with the Right Strategies

To achieve most goals in life, you need some type of strategy. And that’s certainly true for your financial goals. Since you likely have multiple financial goals, you may need to pursue several different strategies – but they all should follow a similar process.

What does this process entail? Here are the basic steps:

• Fully define each goal. Like most people, you probably have a goal of someday enjoying a comfortable retirement. But have you defined what “comfortable retirement” means to you? Do you plan to spend your retirement years traveling the world, or would you rather stay close to ho...


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