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5 Long-Term Financial Goals and How to Achieve Them

Success

These goals provide motivation, direction and discipline when managing your finances. 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.

Goals 243
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How to Find Your Money ‘Why’

Success

Becoming more concretely aware of cultural, familial and personal values might thus be an important key to better personal finance. Making this active declaration might help stave off feelings of deprivation that come from the vaguer and more negative, “I can’t buy x because I’m on a budget.”. Tap into your core values.

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SUCCESS’ 2024 Women of Influence

Success

Kim Carson CEO, Founder, Parallax Futures With more than 15 years of leadership experience in research, operations, strategy, finance and business development, Carson’s track record stands out for clients. With an estimated $108 billion annual budget across California schools, Davenport’s work as a steward for public education is significant.

2024 249
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Top 10 Best Financial Resources for Women

Bonnie Low Kramen

The pandemic has hit everyone hard and when it comes to finances, and it has hit women especially hard as many had to leave the workforce either temporarily or permanently. Plus, life isn’t cheap, with planned and unplanned expenses, some days it may feel like your household finances are going downhill fast. By Bonnie Low-Kramen.

Finance 69
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16 Timeless Truths of Financial Freedom

Success

When Jim came into my office at age 52 to see about retiring early, I was surprised. I fully expected to inform Jim and Sue they couldn’t retire early only to discover they were multimillionaires. Don’t Budget. The rich get richer because the system is designed so that those two asset classes increase. They had zero debt.