I’m 45 with a $200K windfall that I plan to invest. My goal is to retire at 67 with $100K in passive income — should I focus on dividends or growth?

So let’s say you’ve got $200,000 to invest today at age 45, and you’re aiming to retire at 67. While it’s OK to go heavy on ...
The Mercury

KNOWLEDGE CENTER: Understanding goals-based investment planning — a path to financial success

In the realm of financial planning, the traditional approach often focused on achieving specific financial milestones or accumulating a predetermined sum of money. However, as the dynamics of personal ...
The Joplin Globe

The Basics of Goal-Oriented Financial Planning for Families

NEW YORK, NY / / October 29, 2025 / Anyone who's had to organize their family's schedule knows how competing priorities can make for a hectic task. Planning ...
Easy Mug Cakes on MSN

How Experts Recommend Setting Realistic Diet Goals

The SMART Framework That Actually Works When it comes to diet goal setting, experts universally recommend the SMART framework - goals that are Specific, Measurable, Attainable, Realistic and ...

Why every business needs an exit plan—and what exit planning includes

An exit plan is not about walking away. Exit planning is about protecting accomplishments and ensuring the next phase supports financial, operational, and personal goals.
Forbes

Are “Goals” In Financial Planning Helpful Or Hurtful?

In an effort to inspire clients and prospective clients to action in the realm of financial planning, we see an endless stream of commercials featuring exotic golf courses, beaches, sailboats, and ...
Nature

Goal and Plan Recognition in Artificial Intelligence

Goal and plan recognition constitute critical facets in artificial intelligence research, whereby an agent’s underlying intentions and subsequent actions are inferred from observed behaviours. This ...