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5 Long-Term Financial Goals and How to Achieve Them

Success

Save for retirement Expected time: 10-35 years Account types: Retirement plans including IRAs, 401(k)s and pensions Planning for retirement is one of the most common long-term financial goals. Most people enter the workforce with over 30 years until retirement, so the sooner you can start saving, the more wealth you can build.

Goals 288
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Do I Need to Buy Life Insurance?

Success

Others say to multiply your annual salary by the number of years you have before retirement. Store the policy documents securely, along with the rest of your estate plan and financial details, in a fireproof file box or other safe place. Tell the executor of your estate and your close family members where to find the documents.

Policies 264
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The What, Who and How of Outsourcing… So You Can Let Go

Success

When Harry Hecht, an Orlando, Florida-based mentor with SCORE—originally named the Service Corps of Retired Executives—encounters business owners who are reluctant to outsource, he has them track their time. “I For this reason, Hecht recommends spending some time documenting exactly, step by step, how you do things.

Elance 290
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SUCCESS’ 2024 Women of Influence

Success

Nominating a woman for an award isn’t just a gesture; it’s a gift of recognition, motivation and celebration. Her and her husband Julien founded the FIRE (Financial Independence, Retire Early) movement in 2017 and started sharing all of the exciting things they were learning about money. “It

2024 264
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The Power of the Strategic Partnership Whitepaper

Admin Awards

For Kathleen Earley, who recently retired as Executive Assistant to the President and CFO Emeritus at Salesforce and spent 50 years as an Admin, it’s all about staying ahead. ” Also draw upon your gifts for observation and listening. And, he advises, document everything. The Power of the Strategic Partnership.