Keeping Your Goals Aligned With Your Values
July 6, 2018
Making sure that your financial goals reflect your values should help you stick with your plan. Goals give us a target. Values help define what we believe to be most meaningful, and can provide the standards for how we live. In his book “Simple Money: A No-Nonsense Guide to Personal Finance,” Tim Maurer writes: “Values are critical in financial planning as anchors for our goals and boundaries for the actions we take to achieve them.” If you want to check the alignment between your goals and your values, view Katie Keary’s two-minute exercise to help you get started. Then, call me with any questions you might have about following through on goal and value alignment.
Every day, hundreds of financial writers and wealth management pundits share their thoughts on investing and trends. Below, BALDWIN highlights writers who typically share BALDWIN’s investment philosophies, each bringing a different and memorable perspective to the wealth management conversation. You can find out what they have to say by simply clicking on the links below. Please contact Richard Baldwin with questions.
Larry Swedroe is a financial researcher, presenter, and writer. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. He has authored or co-authored more than a dozen books, and he shares his thoughts regularly on AdvisorPerspectives.com and ETF.com.
Carl Richards provides an innovative spin on investor education with his simple illustrations of complex investment and personal finance topics. He is the author of the book The Behavior Gap. Some of his other work can be found at BehaviorGap.com and in his New York Times ‘Sketch Guy’ column.
Tim Maurer is a financial advisor, speaker, and author who co-wrote The Ultimate Financial Plan: Balancing Your Money and Life with best-selling author Jim Stovall. Tim contributes regularly to a number of publications, including Forbes and Money.
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