From 0ead296af20cf7cedef3384d040f14994c9606ec Mon Sep 17 00:00:00 2001 From: virgietremblay Date: Fri, 5 Dec 2025 07:48:06 +0000 Subject: [PATCH] Add 'How to Build a Goal-Based Investing Plan' --- How-to-Build-a-Goal-Based-Investing-Plan.md | 2 ++ 1 file changed, 2 insertions(+) create mode 100644 How-to-Build-a-Goal-Based-Investing-Plan.md diff --git a/How-to-Build-a-Goal-Based-Investing-Plan.md b/How-to-Build-a-Goal-Based-Investing-Plan.md new file mode 100644 index 0000000..f44f29b --- /dev/null +++ b/How-to-Build-a-Goal-Based-Investing-Plan.md @@ -0,0 +1,2 @@ +
Start with goals, time horizons, and cash flow. Translate each goal into a target amount and date, then map investment risk and liquidity accordingly. Use diversified building blocks and keep costs visible. Create an investment policy with rebalancing rules and guardrails for [financial advisor near me](https://git.ypepin.com/cecilreinhard) savings and withdrawals. [Coordinate](https://www.behance.net/search/projects/?sort=appreciations&time=week&search=Coordinate) taxes, accounts, and estate documents so the plan operates smoothly. Review annually to adjust contributions, allocations, and contingencies. Discipline and clarity are the edge. +
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