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:

Take the Pledge

I pledge to save money, reduce debt, and build wealth over time. I will encourage my family and friends to do the same

Take the America Saves Pledge

Tip of the Day

  • Written by Tammy G. Bruzon | January 16, 2017

    What you should know about the EITC delay in 2017 >> http://bit.ly/2hTPLyb v/ @AmericaSaves #taxrefund

Saver Stories View all »

Jump-Starting a Financial Makeover

Written by Katie Bryan | October 28, 2013

Nichelle Johnson, a single mom with two teenage children, knows what it’s like to stretch a dollar. When she moved back to Virginia Beach in 2008, she provided for her family with just a part-time library position.

Read more...

Taking Steps Toward Financial Fitness

Written by Tammy G. Bruzon | November 7, 2014

Nicky Vasquez learned about Virginia Saves when she attended her first class with Bank On Virginia Beach. The instructor shared how important it was to have a written savings goal, and the entire class joined Virginia Saves as the first step toward financial fitness.

Read more...

Another Dream Realized

Written by Tammy G. Bruzon | November 7, 2014

Mary Brown was already a disciplined individual when she came to Wisconsin Saves coordinator Wisconsin Women’s Business Initiative Corporation (WWBIC) in last summer. She had successfully completed her bachelor’s degree with the assistance of her husband and son, and was now ready to tackle her next big dream – homeownership.

Read more...

Receive Updates

Sign up for Texts

Written by Tammy G. Bruzon | July 15, 2014

Sign Up

Sign up for Emails

Written by Super User | September 16, 2013

Get Emails

Take the Pledge

Written by Super User | September 16, 2013

Start Saving