And one of their secret weapons for financial planning? SMART Goals. “I’ve found SMART goals to be extremely helpful in developing financial plans for both individuals and businesses,” said ...

Understanding exactly what you are working towards can be the difference between aimless saving and strategic wealth-building ...

Here are some ways to integrate SMART into your goal-setting process. The goal should define specific ... Develop the communication and implementation plan for the new process by the end of September.

Plan consistent messages and focus on your goals. Unless something dramatic happens ... If you want to try a new approach, such as using QR codes to link to a video, it’s smart to test that early in ...

The author and editors take ultimate responsibility for the content. Creating a plan for future financial goals is a top-of-mind concern for people of all ages. We'll identify some of the more ...