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goals
Weekend Reads: Setting Goals
Do we push clients towards normative goals? In this week's edition of Weekend Reads, Sloane Ortel explores ways to be our most helpful selves.
The Most Important Money Question, According to Carl Richards
In his new book, The One-Page Financial Plan, adviser Carl Richards says the first step in creating a financial plan is to get clear about where you are and where you want to be. Start by asking yourself, "Why is money important to me?"