It's a good idea to periodically assess your investment portfolio from time to time to see whether it meets your financial goals.

"I maintain a daily to-do list." Not only do the wealthy keep to ... "Most of these people were business owners who put their own money on the table and took financial risks," explains Corley.

Many to-do lists fail because they're often too vague, overwhelming or not prioritized effectively. Find out how to fix yours today.