Wealth Creation Strategies: The Challenge of Too Many Goals

Overview

From family members' well-meaning comments to unsolicited advice from friends and co-workers, it can seem as though everyone has an opinion on money matters. But if you listen to every piece of advice and perspective on saving for the future, you can quickly get overwhelmed and caught with the challenge of having too many goals. How can you prioritize all of your savings goals and still live the life you want today? It’s important to step back from the day-to-day life and reduce all your lifetime goals into four main categories: lifestyle, philanthropy, family, and capital assets.

Advisor Thinking