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 Administrator2 | January 9, 2014

    Fourth saving strategy: Save automatically through a monthly transfer from checking to savings http://ow.ly/sj3vP

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...

Starting and Continuing a Personal Finance Journey

Written by Sara Cooper | December 23, 2013

When Kiara Hardin, now a junior at Western Illinois University, became an intern with the Chicago Summer Business Institute during her sophomore year of high school, she began her personal finance journey. The program required participants to open a savings account.

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