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Retirement Planning > Retirement Investing

Common Investment Goals

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As part of our exploration of why investors–including your clients, advisors–find it difficult to accurately list their goals, here are some common goals that investors have.

1)      Have an active retirement, full of travel

2)      Have a low-key relaxing retirement with my family

3)      Leave a substantial legacy for my children

4)      Make a major difference in the lives of disadvantaged people, by donating heavily to charity

5)      Save for my child’s education

6)      Buy a new house

7)      Retire early

8)      Start a new business

9)      Get married

10)   Switch to a more satisfying, but lower paid career

11)   Pay for potential major medical expenses in the future

12)   Maximize returns and grow wealth for future use

Add any of your additional goals here, if not covered above, to create a comprehensive list of goals:





Click here to return to Steve Wendel’s blog on client goal setting challenges.


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