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Given a person's goals, he/she decides ashore a pattern of expenses and appropriate investments that will enable those goals apt be accomplished. Institutions likewise have fiscal goals, case in point production certain subsidy contributions by specific times, alternatively retiring a certain quantity of debt along a certain date. Often, both folk and institutions find it profitable to employ a vocational to assist them in setting up a financial intend namely will enable their goals to be met.
Source: Investorwords.com
Related Terms
Objective or target, usually pedaled by specific hereafter financial needs. Some general financial goals because one individual are: saving for a cozy retirement, saving to bring babies to college,[link widoczny dla zalogowanych], administrate finances to enable a home buy, minimizing taxes, maximizing return on investments given a certain hazard tolerance,[link widoczny dla zalogowanych], and possession or confidence planning.
wealth delivery, planning, financial planner, confidence level, fiscal plan, tactics, investment tactics, landmark, project, quota, tactics,[link widoczny dla zalogowanych], target