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Set Your Goals

Updated: 9/27/2023
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12y ago

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In order to fully manage your finances and meet your goals, you will need to manage your securities and assets. The best way to manage your finances and investments is to come up with your financial goal for the next year. In order to come up with the goal, ask yourself a series of questions: What do I intend to use this money for? How long will it be before I need it? How much risk am I willing to take? These goals will help you decide where to place your money.

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12y ago
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