Category Archives: Goals
Setting Personal Finance Goals – Eliminating Overlapping Funds
Now that I have written about creating your ultimate financial goal and establishing your long-term financial goals, it’s time to think about short-term and intermediate-term goals. I’ll also use the terms open-ended, close-ended, and overlapping funds. Our Financial Plan If I were to go back in time, say four years ago, and map out my [...]
Setting Personal Finance Goals – Developing Concrete Long-Term Goals
Yesterday, I encouraged you to sit down and develop your Ultimate Financial Goal. Today, I’ll write about the next step in our week long series about Setting Personal Finance Goals. Disassemble The Dream As I mentioned yesterday, our ultimate financial goal is really our ultimate dream – where we would like to be, a what [...]
Setting Personal Finance Goals – Ultimate Financial Goal
After reading yesterday’s article about Setting Personal Finance Goals, I hope that you are pumped. I know I am, and I’m really looking forward to sharing this series with you. For the purpose of this week’s series, we are going to think big – and then we are going to learn to think small. I [...]
Setting Personal Finance Goals – Debt Reduction Book Giveaway
I have a terrible sense of direction. My wife jokes that I could “get lost going from the front yard to the back.” You can imagine how thrilled I was, a few years ago, to receive a GPS as a birthday gift. Now, I can jump in my car, and safely get from point A [...]



