Figuring out how to reach your financial goals takes a lot of planning. This thought may be daunting, but thinking about your goals in the same way you would map out a road trip can make planning easier. Now it sounds a little more fun (Florida? The East Coast?) and you can visualize your financial goals with a clear start and destination. Use these tips to ensure a smooth journey for each of your goals, and get on the right road to reaching them.
Set yourself up for financial success in 2017 with this exercise. Define your financial goals or check your progress on existing goals. What are you saving towards and what are your timelines? Find out how much you need to save each year to reach those goals. If you need help, work with an advisor and don't hesitate to ask them the right questions.
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Thursday September 29, 2016 | Huffington Post
Employee Savings Plans: why say no to free money from your employer?
Saturday September 3, 2016| Financial Independence Hub
The 5 lamest reasons for not getting life insurance
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Mortgage insurance is not the best way to protect your investment.
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Invisor in the News
Invisor adds financial planning elements to robo-advisor
Thursday, January 5, 2017 | By Christian Charest | Morningstar
Robo-investing firms serve millennials – and their parents
Wednesday, December 28, 2016 | By Guy Dixon | The Globe and Mail
Robo advisers will expand beyond investing to insurance & lending
Tuesday, November 29, 2016 | Financial Independence Hub
Robo-advisor introduces client tool to encourage financial planning
Tuesday, November 22, 2016 | By Fiona Collie | Investment Executive
Invisor CEO Pramod Udiaver wants to bring financial planning advice to all
Tuesday November 1, 2016 | By Priya Ramanujam | Canadian Immigrant
Invisor fights for market share in growing robo-field
Monday, October 17, 2016 | By Josh O’Kane | The Globe and Mail
What’s it like to go it alone in the online advice space?
Thursday, October 13, 2016 | By Joe Rosengarten | Wealth Professional
Financial Facelift: Is real estate the best bet for this millennial?
Friday, June 24, 2016 | By Dianne Maley | The Globe and Mail
The investment industry’s growing unrest over hidden fees
Saturday, June 18, 2016 | By Clare O’Hara | The Globe and Mail
World of pain: Why investors need to know how macro-economic events affect the Canadian market
Tuesday, February 2, 2016 | By Andy Holloway | Financial Post
Liberal majority met with lukewarm reaction from big business
Tuesday, October 20, 2015 | By CBC News | CBC News
Liberal win: What it means for parents and homebuyers
Tuesday, October 20, 2015 | By Romana King | MoneySense
The Street (BNN)
Thursday, May 21, 2015 | Copyright © 2015 Bell Media
The Exchange with Amanda Lang
Tuesday, May 19, 2015 | Copyright © 2015 CBC/Radio-Canada
Invisor launches smart goal planning solution, InvisorGPS™
Tuesday, November 22, 2016 | CNW
Canada’s first ‘goal-based’ online investment advisor launches: Invisor
Tuesday, May 19, 2015 | CNW
Get Started With Invisor. We Make Investing Easy.
We simplify investing through goal-based investment management. This means we manage your investments so you don’t have to, at a fraction of traditional industry costs. And we can get you started in minutes. It’s as easy as that. Watch our new video to learn more!
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