By Steve Ciaccio, MBA, CPA, CFP®
Once you have financial goals, working toward them can be very satisfying. Making progress toward your goals can be very manageable when you take the right approach.
You will likely have many financial goals. You might have goals such as a comfortable retirement at a certain age, purchasing a house, having a certain dollar amount of savings by a certain date, and many others. This example is a long term savings plan but you can use this approach for other goals as well.
Every journey is really a series of steps. I hope that these four steps make each step of your journey a bit easier.
All the best!
Steve Ciaccio, MBA, CPA, CFP®
Steve Ciaccio, MBA, CPA, CFP® is the founder of Ciaccio Wealth Management, Ltd., located at 232 South Batavia Avenue, Batavia. He can be reached at 630-454-4599, Steve.Ciaccio@LPL.com. The opinions voiced in this article are for general information only and are not intended to provide specific investment or tax advice for any individual or entity.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
Copyright Steve Ciaccio 2018