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Number of Words: 547
Create Strategies to Help Achieve Your Financial Goals
Like most people, you probably have many financial goals: a comfortable retirement, long vacations, college for your children or grandchildren, the ability to leave something behind for the next generation, and so on. To achieve these various goals, you may have to follow different investment strategies – and you might have to make some tradeoffs along the way.
To pursue this multi-goal/multi-strategy approach, try to follow a clear course of action, including these steps:
To manage these tasks successfully, you may want to work with a financial professional – someone who can look at your situation objectively, help you identify and quantify your goals, and suggest strategies designed to help you achieve them.
Trying to achieve multiple financial goals can seem like a daunting task, but by saving and investing consistently through your working years, following a clear strategy, being willing to prioritize and accept trade-offs and getting the help you need, you can help yourself move forward.
This article was written by Edward Jones for use by your local Edward Jones Financial Advisor. Edward Jones, Member SIPC
Create Strategies to Help Achieve Your Financial GoalsShort /Radio version:
PSA: Create Strategies to Help You Achieve Your Financial Goals
TBA: July 27, 2020
Words: 184 (excluding FA’s name, address/phone number)
You probably have many financial goals: a comfortable retirement, long vacations, college for your children, and so on. But to achieve these goals, you may have to follow different investment strategies.
First of all, you’ll need to identify each goal and ask yourself some questions: How much time will you have to achieve this objective? How much return will you need? How much risk are you willing to take?
You’ll also need to choose investments designed to help you reach each goal. And these investments should work together. Monitor their progress over time and make adjustments as needed.
And keep in mind that your strategy for achieving one goal may affect your ability to work toward another, so you might need to prioritize these goals and make some trade-offs in your investment moves. It’s possible that you may need to invest less toward one goal so you can put away more toward another.
Working toward multiple goals can be challenging, so you may want to get some professional help, which, along with patience and effort, can help you make progress toward your financial goals.
This is (FA’s NAME), your Edward Jones financial advisor at (Branch address or phone #).
Number of Words:184