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goal-based investing

How Goals-Based Investing Can Help You Invest Better (No More Chasing Returns)

When it comes to investing, numbers are just one piece of the puzzle.  The other?  Your "why."  When asked why you invest, your answer isn't likely building wealth for wealth's sake. Instead, it probably has something to do with helping you achieve your unique goals—saving for your kid's college, building your dream home, shoring up your nest egg, creating a safety net, among other things. A … [Read more...] about How Goals-Based Investing Can Help You Invest Better (No More Chasing Returns)

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I'm Sophia! And I'm not your father's financial planner. I work virtually with clients across the country to help them navigate through big life changes and reach their goals. I'm also a foodie, a true crime junkie, and a lover of karaoke. Let's chat! Click here >>

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