Identifying short- and long-term financial goals helps determine suitable investment and planning approaches, and requires distinguishing between needs and 'nice-to-have' items.

Authors

• Person: Not available Organization: RBC Wealth Management
  Six financial literacy principles - RBC Wealth Management

Sources

• Six financial literacy principles - RBC Wealth Management www.rbcwealthmanagement.com RBC Wealth Management via serper

Referenced by nodes (2)

• investment concept
• financial goals concept