Robert Powell, Special for USA Today Goals-based planning has become all the rage in the world of financial planners and investment advisers. That’s a strategy where you identify your goals – a retirement home in Arizona and one in Paris – and then create a savings plan and investment portfolio to fund those dreams and aspirations. Review and revise those goals and portfolio on a regular ... Read More
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From Our Blog: The Starlight Navigator
Carla Fried, StarTribune Living on the financial edge is an all-too-common predicament for many households. A Bankrate.com survey reports that fewer than 1 in 5 adults has enough socked away to cover their living costs for six months. Six months seem extreme? Well, even though the economy is growing and a low unemployment rate suggests a robust job market, the most recent official data say ... Read More
Steve Allocca, Forbes As we head into the last couple of months of 2019, it’s natural to reflect on the resolutions and goals set at the beginning of the year. Last year, a MassMutual survey found 28% of Americans said they planned to make financial resolutions for 2019. Of those resolutions, putting money into a savings account (35%), sticking to a budget (34%) and paying down credit ... Read More