Step 1: Determine Your Financial Goals The first step in creating a five-year financial plan is determining your financial goals. This is a good time to think about what you want to achieve in the ...

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Getting yourself on sound financial footing is a lot like building a successful business. It can be a decades-long enterprise requiring planning ... and five-year business plans, you need to ...

After the 2025 40 under 40 list came out earlier this month, Financial Planning analyzed the numbers from the last five years to see what can be learned from the leaders of the next-gen wave.

Ask yourself: What do you want to achieve in five years? How about in 10 or 20 years? Are you looking to buy a house? Have kids? Plan a huge trip? Financial planning should feel intentional ...