How To Actually Do Long Term

My wife Vicki and I happily celebrated 20 years of marriage this Spring. As an advisor, my discussions with clients often revolve around categorizing goals as “short-term” and “long-term”; I’m pretty sure 20 years would be in that Long-Term bucket… (and to many of you reading this, 20 years is nothing!)

If you would’ve asked us 20 years ago how those years would play out exactly, we could only tell you something like “comfortable home in a safe neighborhood, a few kids…” and, well maybe that’s it?


Because just like with investing, we can’t know all the details upfront, can we?


The ups and downs of life and raising children, the trials and the tests, the joys, celebrations, and growth… we can’t see it all ahead of time.

I know it sounds obvious, but the same is true with long-term planning/investing. > SEE MORE

Pete Dixon, CFP®

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Pete Dixon, CFP®

Partner and Advisor