rethink financial planning

How to Build a Portfolio Around Your Financial Goals

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In the previous article, we identified our financial goals, estimated how much money each goal would require, and calculated how much we need to invest every month. Now it’s time to answer the next question. How should I get there? Most people think building a portfolio starts with questions like: Those are all valid questions. … Read more

Why Goal-Based Financial Planning Is Better Than Investing Without a Plan

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Start with purpose, not products. If you’re here, you probably fall into one of two categories. You’ve either been investing for a while and already have a portfolio, or you’re completely new to personal finance and want to learn before making costly mistakes. Either way, let’s explore why goal-based financial planning is a better approach … Read more