When you’re making a big financial decision – whether to buy a house, change careers, retire, etc. – chances are you already have a number of concerns.

For a financial seminar to be a success, it needs to be compelling, and give prospects a reason to reach out to you afterward to continue the conversation. If you need some inspiration, here are 35 ...

Set aside time each month to sit down with your family and discuss your household budget. This can be your dedicated time to ...

Did you know it only takes seven total steps to reach your financial goals? According to personal finance expert Robert ...

A net worth statement also helps you refine your goals. For example, if you have a home loan, reviewing your finances might prompt you to negotiate a lower interest rate. 9. Avoid credit cards ...

Some goals may be short-term, like buying a gadget, while others may be long-term, like retirement. Clear goals help you create an investment plan that aligns with your future goals.

1. Create goals rooted in your values A surface-level goal doesn’t provide the structure needed to guide decision-making. Having the most money possible is one example of a surface-level goal.

For example, you might set the financial goal of saving $100,000 towards a house deposit over the next two years. This is specific (you know the goal is a house deposit).

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. A well-crafted financial plan starts with clearly defined goals. Whether ...

Some people may have seen their financial goals, such as investments or retirement pots, pushed off course in recent weeks, following market volatility after US President Donald Trump’s unveiling of ...

– 30s: Stay focused on longer-term goals Some people may find their financial commitments increase in their 30s, if they get a mortgage or perhaps start a family, Mr Chan said.

For example, an investor saving for retirement in 30 years can withstand considerable stock market volatility; an investor saving to buy a house in three years may require a less volatile ...