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 Last Updated on Here is a stepbystep to guide, plus calculator, to begin and track longterm goal based investing Most goal planning calculators tell you how much you should invest This sheets asks you, how much you can invest and goes about calculating the portfolio return With that you can calculate the asset allocation required (equity to fixedThen learn how to invest We'll use riskfree strategies to accumulate savings in this episode, and then iTo make a solid investment plan, you have to know why you are investing Once you know the objective, figuring out which choices are most likely to get you there becomes easier The five questions below will help you build a sound investment plan based on your goals

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Goal-based investing example

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