Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. Related Content Why Medicare Should Be Part of Your Retirement Strategy How Medicare can address health care needs in your retirement strategy. What's New for Social Security? There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement. Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.