In This Step:
Overview - Step 2
Setting Financial Goals
Achieving Short-Term Goals
Determining Long-Term Goals
Worksheet
Learning Milestone
Client Promotion Area
Setting Financial Goals-Learning Milestone
1. One of the keys to achieving your financial goals is to write them down and make them as specific as possible.
True
False
2. Investing in a stock mutual fund may be an appropriate investment vehicle to help you reach your long-term goals.
True
False
Page 6 of 6: Setting Financial Goals
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