12 Steps to Designing Your Financial Roadmap


Identify your goals.

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Astor says many boomers haven’t considered their goals since they were teenagers, but identifying them is essential to living the life you want. He recommends taking time to brainstorm and visualize your dreams, without judging any of your initial ideas. One of his own goals was to participate in a charity bike ride, which he did.

Next: Find role models.

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