The Secret to Finally Meeting Your Financial Goals

This year work smarter, not harder on yourself and your finances. Here are some interesting behavioral strategies to try, including temptation bundling.

We’ve all been there. You’re at the door of the restaurant, telling yourself it’s salad time, picturing yourself tightening that belt another notch. But did they have to put the double-cheeseburger on special today, with a huge poster in the lobby? A half-hour later, you’re looking over an empty burger basket and wondering what happened.

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Erin Wood, CFP®, CRPC®, FBSⓇ
Senior Vice President, Financial Planning, Carson Group

Erin Wood is the Senior Vice President of Financial Planning at Carson Group, where she develops strategies to help families achieve their financial goals. She holds Certified Financial Planner, Chartered Retirement Planning Counselor and Certified Financial Behavior Specialist designations.