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7 Short-Term Financial Goals and How to Achieve Them

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Setting money goals is an important part of planning your financial future. Short-term financial goals, in particular, can help you jump-start your financial planning. What is a short-term financial goal? Short-term money goals are generally smaller goals that you plan to reach within a year.

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Using a Financial Planning Checklist Can Help You Meet Your Goals

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Although it might sound tedious, dedicating a little time to checking in on your bank statements, confirming you’re saving enough for retirement and reviewing the financial goals from the beginning of the year can help ensure you are on the right track. It also gives you time to make corrections if needed.

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A Millennial’s Guide to Finances: 5 Things to Start Before You Turn 30

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However, important skills like when and how to manage your finances don’t come naturally to many. According to a 2022 survey by Deloitte, 36% of millennials and 29% of Gen Z cited “cost of living” as their greatest concern. Lesley Tenaglia, a mortgage agent at both Ultimate Mortgage and Finance Solutions Inc.

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5 Financial Basics Everyone Should Know

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Managing your finances can feel overwhelming, especially if you’re trying to keep up with the latest budgeting software, personal finance app or investment hack and not just the financial basics. Instead of worrying about or avoiding your finances, focus on the basics. But that lead to problems in the future.

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7 Money Mistakes You’re Making in Your 20s

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Not considering how many hours (not dollars) something costs. That means the coat will cost you 20 hours (or half of a workweek) to buy. The $40 shirt is a better investment because it costs $.80 Paying credit card interest or fees. Paying credit card interest or fees.

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How to Create a Personal Financial Plan

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You’ve heard of entrepreneurs and executives creating a business plan to help them cement and guide their long-term strategy, but did you know that creating a personal financial plan is an excellent way to keep your long-term goals on track? Write your financial goals.

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These Are Nicole Lapin’s 6 Money Tips for Living Your Richest Life

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“It’s not your momma’s finance lesson,” Lapin says in describing her book, Rich B h: A Simple 12-Step Plan for Getting Your Financial Life Together… Finally. Throughout the book, she shares personal anecdotes and examples, such as how she painlessly eliminated a $5,000 credit-card balance. It’s not about clipping coupons.