How to Plan & Set Financial Goals

On Wednesday, August 27th, America Saves joined Joe Saul-Sehy, founder of Stacking Benjamins, in Experian’s weekly #CreditChat on Twitter. During this chat, we discussed ways to create (and maintain) smart financial goals. 

If you’ve already taken the pledge with us, you already know how important goals are in providing incentive and motivation to save. What factors hold us back?  What mistakes can we avoid? How do we track progress or manage setbacks? What apps or resources are available to help us work towards our goals? All these questions –and more – were answered by America Saves, Joe at Stacking Benjamins, Experian, and our friends and partners on Twitter.

 

As so often happens in these chats, resources, tools, and advice available to savers and future goal-creators were shared and discussed. To see our contributions, as well as those from participants in the chat, check out the full tweetchat at https://storify.com/Experian_US/full-recap-how-to-plan-and-set-financial-goals. Highlights of the tweetchat are also available through Experian’s SlideShare presentation:

 

In addition to the online tweetchat, Experian’s Mike Delgado hosted a Google+ Hangout with Joe Saul-Sehy (Stacking Benjamins), our own Katie Bryan (America Saves), Cameron Huddleston (Kiplinger), Ashley Jacobs (Wisebread), Maxine Sweet and Rod Griffin (Experian), and Claire Murdough (ReadyForZero) . Check out the video to see what the experts had to say about planning and setting financial goals:

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Tip of the Day

  • Written by Katie Bryan | December 19, 2013

    Keep #holiday #debt in check by setting a #savings plan & sticking to it! http://ow.ly/COU1y

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Written by | September 2, 2019

When Kelly was a kid, she loved the picture book A Chair for My Mother by Vera B. Williams. In the story, a little girl lives in an apartment with her mother and grandmother. The little girl’s mother is a waitress and sole provider for their family. Together the family saves money by putting their change in a giant jar every day. They are saving for a big cushy chair for the little girl’s hard-working mother. Together with patience and diligence, they buy the mother a very comfy chair.

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Written by Great Lakes Michigan Saves | April 19, 2016

With little-to-no money in the bank and living on a limited income with her adult daughter, Sharon wasn’t sure if building up savings for her future was even possible. “At my age, to put debts behind me would be a relief,” she said, but she wasn’t quite sure how to even get started with a savings plan. That all changed when Sharon attended the Great Lakes Michigan Saves Pay Yourself First Saver’s Summit during America Saves Week.

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A Think Like A Saver Attitude

Written by Benjamin Moss | November 26, 2019

Melissa has always been thrifty with a #ThinkLikeASaver attitude. This served her family well when her husband lost his job in 2014. Using their savings, Melissa’s family stayed afloat while her husband found a new job. During his job search they used a majority of their savings, but that is OKAY. Savings are fluid! They’re supposed to be used in the case of emergency, and this qualified as such.

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