Congratulations on reaching your goal!
Your recurring deposits will continue unless you decide to turn them off. No need to withdraw your funds until you’re ready to.
Want to keep going? You can extend the timeline of your current goal. Please note, though, that changing your goal’s timeline could cause a rebalance and capital gains tax.
Or maybe now is the time to think about adding a new goal. If you’re not sure what to do next, you can always schedule a session with an Ellevest financial planner and we can figure it out together.
Interested in learning more? Connect with one of our CERTIFIED FINANCIAL PLANNER™ professionals for a complimentary consultation at a time that works best for your schedule. We only need 15 minutes of your time to talk through some of your priorities, financial goals, and money-related questions.
Comments
0 comments
Article is closed for comments.