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Medium-Term Goals
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Medium-Term Goals are those that are further than 5 years in the future but less than 10 years.  They are generally less defined.  For example,
  • I'd like to start my own business
  • It would be great to buy a second home
  • I always wanted to take my family on that special vacation
  • You fill in the blank!

How to fund this type of goal is actually the most challenging.  It is likely a combination of saving and investing.  Your appetite for risk will determine how much you save vs. invest. 


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