Write them down.

Writing down practical and attainable investing goals makes them more real (and helps keep them top-of-mind). For help getting started, use our Financial Goals Worksheet .

Sort by time.

Use our worksheet to divide your investing or savings goals into short-term, medium-term (one to five years), and long- term (more than five years).

Decide how much you’ll need.

Calculate what you’ll need.

Top Questions

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