Goal Setting at InvestorTrainer.com - Promoting finanacial and investment literacy

InvestorTrainer.com, an educational organization dedicated to promoting financial and investment literacy, teaches individuals how to be successful investors and achieve their long-term financial and retirement goals. Our purpose is to inform, educate, and motivate you to achieve your savings and investment goals. We do not sell any investments or financial products.

EDUCATE
   Goal Setting
      Spending and Debt
      Savings and Investing
      Retirement Goals
      Setting a Retirement Date
   Principles For
      Successful Investing
      Understanding Fear and
         Greed
      Risk Tolerance
      Asset Allocation
      Diversification
      Types of Investments
         Cash Equivalents
         Equities - Stocks
         ETFs
         Fixed Income
         Mutual Funds
         Other Investments
      Risks Investors Face
      Rebalancing Your Portfolio
ASSESSING YOUR
   UNDERSTANDING
ACTION STEPS
   Cash Flow Analysis
   Balance Sheet
   Preparing A Budget
   Issues When Opening An
      Investment Account
MUTUAL FUNDS &
   ETFs LIST
Q&As
GLOSSARY
CONTACT US
ARCHIVES
   2009
   2010
HELPFUL LINKS

Goal Setting

Why set goals?	Taking the time to set goals is one of the most effective methods for achieving our desires and plans. When a goal is vague and not clearly defined, it becomes an item on our wish list and can easily be put off and to be dealt with at a later time. When goals are not clearly defined, it is easier to get off course and pursue activities which may be counter-productive to reaching the goal. Committing our goals to writing moves them from the wish list to the to-do list for action.

Goals should be:	Specific - not broad generalities but specific manageable chunks. Clearly stated. Measurable - so that you will know how you are progressing and when the goal is achieved. Realistic - attainable within our capabilities, yet stretching us to achieve more. Communicated to someone else so that we are challenged and accountable.

Goals:	Spending & Debt - helps you see your current financial situation. This lesson takes you through the steps for developing a cash flow analysis of your income and spending habits. Savings and Investments - shows you how to set goals for savings and investments and action-steps for implementation. Retirement Goals - setting goals for retirement will motivate most of us to implement a specific action-plan to achieve the life-event we all face. Retirement goals can be both financial and life-style in scope. Setting a retirement date - this is more than waiting to turn 65. An analysis of our finances will help determine a practical retirement date.

Investing for Retirement - Surviving a Financial Tsunami by John Benson

InvestorTrainer.com
San Antonio TX
info@InvestorTrainer.com

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A step-by-step guide to goal setting and implementation of an Investing for Retirement plan. How to be a successful investor and the mistakes to avoid.

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