Which of the following activities also contributes to your financial success? Select ALL that apply.

A.) Knowledge of what other average people believe and how they behave, because they affect the same financial markets and economic conditions that affect you.

B.) The development of an effective plan that is consistently applied until it is revised in accordance with changes in your goals and life circumstances.

C.) Knowledge of the general condition and events occurring in the local, state, regional, national, and international economic environments.

D.) The development of personal financial goals and target dates that are consistent with your values, attitudes, and behaviors.

Financial goals describe the desired ___________ of your financial planning activities.

A.) Inputs B.) Outcomes C.) Contributions

Most financial advisors recommend developing goals with three broad categories of completion dates:

> Long-term goals, which identify wants and needs that are expected to be realized ______ from now

A.) 5-10 Years B.) 1-3 Years C.)6-40 Years

>Short-term goals, which address more immediate needs and wants, such as those occurring within the next _______ months.

A.) 12 B.) 1-6

>_________ goals, which identify wants and needs that occur between the other two categories

A.) Intermittent-term B.) Interactive-term C.) Intermediate-term