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Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What’s the Influence of Goal Setting on Financial Achievement?

Do you set weekly, monthly, or yearly goals for finances? What about bigger long-term goals like an emergency savings fund or retirement goal? Setting goals for your financial plans is important, according to one research project.

A recent Lincoln Financial Group consumer sentiment tracker study found that plenty of consumers in the United States are feeling the financial strain after a difficult year in 2022.

While two out of three people say they are getting by or not in trouble financially, the other third report the factors like debt, inflation and market volatility are affecting them. One of the biggest distinctions between the two groups is that those who had specific financial goals in the last year were up to three times more likely to say that the aspects of their personal finances improved during that same year.

Those same individuals who set goals were also three times as likely to say that their overall financial wellness was something they’ve given themselves a great score for.

Taking a definitive and goal focused approach is one of the best ways to accomplish your goals, regardless of outside challenges that may be causing you to rethink your financial strategy, or question your overall financial wellness. Having an established goal setting strategy, especially if it has been developed in conjunction with the team of financial professionals, can really help you navigate unexpected changes and challenges in the marketplace.

If you haven’t yet sat down to review your financial goals and to discuss your next steps, now is a great time to meet with the team at Shah Total Planning. Whether you need to set short term goals, long term goals, or both, we can help you.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more