You may have heard that a good plan starts with meaningful goals. But how can we use goals to design our plan, monitor our progress, and manage key risks to our retirement? Read it in our contribution to The Street’s Retirement Daily publication, edited by Robert Powell (aka Mr. Retirement).
Massi De Santis is an Austin, TX fee-only financial planner. DESMO Wealth Advisors, LLC provides objective financial planning and investment management to help clients organize, grow and protect their resources throughout their lives. As a fee-only, fiduciary, and independent financial advisor, Massi De Santis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Photograph by Benjamin Elliot on Unsplash
