Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
One of the most important steps to become financially sufficient is to set up a realistic budget.
During the COVID-19 pandemic, millions of people have learned to do more with less. Whether you’ve had to bounce back from job loss or spent weeks bouncing off the walls in quarantine, the pandemic experience included valuable lessons about saving money — and better using our savings to protect ourselves and our loved ones. As we approach a post-pandemic reality, these lessons can continue to have a positive impact on our lives and finances.