Invest in Your Financial Future

 

Untitled (960 × 640 px) (1)-Mar-27-2023-06-25-21-5272-PM

April is Financial Literacy Month and while you’ve probably set some time aside to work on your taxes (April 18th!) you should also take the opportunity to assess your current and future personal finances.

To get started, here are some questions you can ask yourself: 

  • What are my current and future financial goals?

  • Do my current spending and savings levels allow me to meet these goals?

  • How much debt do I feel comfortable with? Am I comfortable with my current interest rates? 

  • Can I cover the expenses of an unforeseen emergency?

  • Am I hitting comfortable benchmarks for retirement savings?

Understanding the basic concepts of personal finance can set you up to make better decisions with your money. And, don’t be afraid to ask for help - financial planners can be a great resource!

Cary Carbonaro The Money Queen, MBA, CFP

It is so important for women to be financially aware and knowledgeable. Learn the main points you need to know with this video from the money queen herself.

Jean Chatzky Finance Expert, Award-Winning Journalist & Author

Setting goals with your money is important. Discover what steps you can take for your financial future.

Cary Carbonaro The Money Queen, MBA, CFP

The topic of your 401K and retirement can be overwhelming to think about. You may think you're too young to worry about it, or may be stressed about finding the right savings plan. Let this video give you the tips and tricks to saving for retirement and setting yourself up for the best financial future possible.

Jean Chatzky Finance Expert, Award-Winning Journalist & Author

Discover why a financial advisor can be a helpful tool and where to look for one.

CONTACT US