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4 steps to attainable financial goals

from By David B. Mandell, JD, MBA, and Carole Foos, CPA

Imagine you're planning a family vacation. Your spouse wants to drive, while you want to book a flight. If you're planning a trip to the campground near your house, it would be ridiculous to fly. If you're planning a trip to Europe, driving is out of the question. Your destination largely influences how you will get there, and it's the same with financial planning. Before you think of choosing investments or forming an estate plan, you first have to establish your financial goals. more


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