Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. Related Content Estate Strategies of the Rich and Famous The examples of famous celebrities underline the need for a clear estate strategy. Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA. Should You Borrow from Your 401(k)? Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?