Author: Becca Long

Where Should You Put Your Next Dollar of Savings?

Do you have extra money to save but no idea where to put that money to make the biggest impact? We know. This sounds like a champagne problem.  But it can actually be challenging to figure out how to allocate your savings so that you are using your money most efficiently and your dollars are

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6 Easy Ways to Boost Your Savings

We all want to be making progress toward our financial goals. But, one of the hardest parts is knowing where to start. It’s generally easy to find things to spend money on – housing, groceries, bills, or going out and having fun. But, we also all have future goals for our life that we want

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How to Influence Where Your Money is Invested with 3 Easy Questions

We know that investing can often feel like a black box and a daunting undertaking. But believe it or not, you don’t need to gain all the expertise or skills of a financial advisor in order to have a meaningful conversation and actually drive decisions about how your money is invested. When people think about

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5 Questions to Ask When Searching for a Financial Advisor

The topic of money and finances is still a big mystery for many people. And for good reason. It can be complicated stuff!  We’ve written previously about the fact that managing finances is particularly complicated because it often involves financial investment literacy. This type of literacy relies on complicated math that often requires specific training

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Building an Ongoing Relationship with Your Plans

Congratulations, you’ve built a plan! Now what? So often, that is the end. Once you have the plan, the goal is just to stick to it. However, at GoalBased Investors, we don’t believe that building a plan is a one-time activity. A plan should be something that evolves over time. It should be something that

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4 Easy Steps to Prioritize Your Savings Goals

We all have goals we want to achieve. You probably have a long list of things that you want to save for and you’d probably put money toward all of them if you could.  However, everyone has a limited amount of money. We know some of that money will inevitably need to go toward everyday

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The Easy Financial Planning Strategy You Probably Don’t Know About: Points

We’ve written previously about the concept of goal-based investing and the fact that every plan to achieve a financial goal shares four common ingredients: a time horizon, current savings, future savings and investment returns.   We believe that reaching financial goals shouldn’t require anyone to become a financial expert. There should be a straightforward strategy for

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The Real Value of a Financial Advisor

Anyone should be able to build a plan to achieve a financial goal. It shouldn’t be a complicated process or a process that requires a lot of financial know-how.   While this is true, we also know that most people benefit from getting professional advice on their planning.  That’s why we believe in having a community

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How to Build a Financial Plan for the Non-Professional

We believe you should be able to build a plan to achieve your financial goals and easily find professional advice if you want it. In this post we’ll talk about how to build a financial plan that’s focused on goals, not investments.  All of us have goals like retirement income, buying a house, or sending

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Goals are the Secret to a Better Investing Experience: Here’s Why.

Ever felt like you should be doing more with your money, but felt daunted by the prospect of getting started or trying to find someone who could help? Well, you’re not alone. According to a study by Northwestern Mutual, close to two thirds (62%) of Americans say their financial planning needs improvement, yet only one

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