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Setting Financial Goals

Introduction

Many people save money or invest assets only to find that they are "short" of the money needed for retirement or for a child's college tuition. Perhaps they are forced to purchase a smaller house or live in a less desirable area because they haven't enough money for their ideal home.

  • How much money do you need for retirement?
  • How much will you need for your child's college education?
  • Will you be able to buy a new home?

Quick ReportAre my investment decisions helping me reach my goals? Is my portfolio too conservative/too risky for my personal risk tolerance? See the Overview Quick Report.

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Last Updated: 2/2/2005