
Finding the Gap Between Where You Are Now and Where You Want to Be
By Mindy Diamond, WealthManagement.com – As the year winds down in preparation for the coming of 2020, now is the perfect time to take a step back, revisit your goals and develop a plan to achieve them. But “goal planning” processes often get put aside because they seem complicated and time-consuming, or are preempted by day-to-day business requirements.