The conversation around financial planning is often dominated by longterm goals like retirement or saving to buy a home. But what about saving for shortterm goals that are still important to you, like travel and vacations?
On this episode of Financial Decoder, Cindy Scott, a CERTIFIED FINANCIAL PLANNER™ professional at Charles Schwab with 25 years of experience, returns to the show to explain how to prioritize and save for shortterm goals like these. She and Mark discuss practical ways to fit wants and wishes into your financial plan without sacrificing your needs and longterm financial future.
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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.
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