Long-term financial goals help shape your future. From retirement savings to debt payoff, learn how to plan and stay motivated.

A Gallup poll found that only 44% of Americans felt their financial situation was good or excellent in April 2025. That was the lowest percentage since April 2012. Read Next: 3 Signs You've 'Made ...

We’ve used our research to inform a three-step process that can help investors more strategically identify their financial goals. This process forces investors to slow down and consider the ...

Financial planning identifies your goals and helps you create steps to reach them. No two financial situations are the same, so neither should your financial plan. "The purpose of a financial plan ...

Did you know it only takes seven total steps to reach your financial goals? According to personal finance expert Robert Kiyosaki, it’s true, and he recently outlined all seven steps in an ...

Whether it’s saving for retirement, paying off debt, or buying a dream home, goal setting provides direction and serves as a benchmark for progress.

Once you create a financial goal, it's important to visualize what steps will help you make progress toward that goal. This is where a financial planner can come in. While having an ongoing ...

actionable steps to make progress manageable. Clear goals help you stay focused and provide benchmarks to measure your progress, ensuring your financial plan remains aligned with your aspirations.

It’s a small chore that can be well worth the step in building up your credit confidence. Setting Clear Financial Goals: Know What You’re Working Toward Once you’ve got a handle on your ...