Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio. Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA. Retirement Traps to Avoid Beware of these traps that could upend your retirement.