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Using a Financial Planning Checklist Can Help You Meet Your Goals

Success

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.

Goals 292
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2023 Financial Forecast: How to Prepare for the Year Ahead

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The rate of inflation, or measure of price increases, hit the highest level in more than 40 years in 2022. Inflation likely peaked in 2022, but will probably come down only gradually in 2023—and may not get back to pre-pandemic levels by year-end, Horneman says. Consider 2022: The S&P 500, a benchmark for the U.S.

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Building a Distributed Team in the Future of Work

Success

Things like health care, retirement benefits and tax considerations should all be factored in. If a job description doesn’t clearly outline the daily, weekly and long-term goals—plus how those roll into larger organizational goals—both parties will leave frustrated. Clear expectations. Photos by Shutterstock.

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

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According to a 2022 survey by Deloitte, 36% of millennials and 29% of Gen Z cited “cost of living” as their greatest concern. advises you to write a list of financial and lifestyle goals. Separate your goals into five, 10 and even 20-year plans based on your determined spending and saving habits. Retired professor Timothy G.

Finance 279
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Have a Strategic Plan So You Can Cash Out On Your Terms

Success

Listen to this week’s episode of the rich & REGULAR podcast about our new book, Cashing Out , available on June 14, 2022, and keep reading for some thoughts about developing a strategic plan to cash out of your job on your terms. Include balances of your non-retirement accounts and other assets. Think strategically.

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A Single Mother Struggling to Budget Weighs the Balance Between Just Surviving and Really Living

Success

What I took from this is that, if we don’t deny ourselves small pleasures, we have a better chance of sticking to our main goal. And fantasy, I’ve learned, is important, especially when your default setting is a fiscally stressful reality and “hobbies” that include devouring articles on finance, budgeting, inflation and retirement.

Budget 264
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When Considering Your Investment Strategy, Keep These 3 Rules in Mind

Success

Depending on your goals and financial situation , you may consider allocating a few percentage points of your portfolio to some of the riskier, more volatile investments, with the remainder in more proven, stable investments. This article originally appeared in the January/February 2022 Issue of SUCCESS magazine.