And one of their secret weapons for financial planning? SMART Goals. “I’ve found SMART goals to be extremely helpful in developing financial plans for both individuals and businesses,” said ...

Wealth does not just appear overnight. It is built deliberately, one step at a time, through careful planning, persistence, ...

The New Year is already in the rearview – are your health goals keeping up? I’ve heard the same thing repeatedly from clients: “I know what to do, but I just don’t do it.” Sound familiar? We know we ...

Today's average mortgage rate on a 30-year fixed-rate mortgage is 6.67%, up 0.07 percentage point from the previous week, according to the Mortgage Research Center.Borrowers may be able to save on ...

Here are some ways to integrate SMART into your goal-setting process. The goal should define specific ... Develop the communication and implementation plan for the new process by the end of September.

Understanding exactly what you are working towards can be the difference between aimless saving and strategic wealth-building ...

It's important to be honest with yourself to set yourself up for success. Start with a goal that pushes you, but is still ...

The Prince William Board of County Supervisors set eight strategic plan goals to guide their priorities over the next four ...

Retiring at 30 may seem impossible. But with smart planning and strict saving habits, it can be done. The idea of early retirement has grown popular, especially through the Financial Independence, ...

We do this with smart tax planning to help ensure you do not have to pay more taxes than absolutely necessary. Do you ever feel like you are overpaying in taxes each year? Our goal is to change that.

The author and editors take ultimate responsibility for the content. Creating a plan for future financial goals is a top-of-mind concern for people of all ages. We'll identify some of the more ...