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15 Tips For Setting Realistic Financial Goals And Sticking To Them

March 15, 2023

Great quick tips on setting realistic financial goals. Thank you Forbes Finance Council for including a quick tip from our co-founder and CEO Trevor Wilde! #wealthmanagement 


Set basic, easy-to-keep goals, like saving $100 a month, while maintaining discipline through knowledge around long-term benefits.
Read more at from Alec Hanson of loanDepot, Greg Cucino of Bridgepoint Consulting, Ram Palaniappan of EarnIn, Sean Frank of Cloud Equity Group, Greg Mitchell of First Tech Federal Credit Union, Letitia Berbaum of The Zandbergen Group, Justin Goodbread of WealthSource Partners, LLC, Antoine Sallis of THE GREAT AMERICAN CREDIT SECRET, James Webster of ROK Financial, Sonya Thadhani Mughal of Bailard, Inc., Todd Sixt of Strait & Sound Wealth Management LLC, Yaakov Goder of Millendeal, Trevor Wilde of Wilde Wealth Management Group, Barry Pennett of Intuit, and Nick Chandi of ForwardAI