Q&A: How do I set better financial goals?
Question: How do I set better financial goals?
Short answer: Focus on the 3 S’s in SucceSS: schedule, start, simplify.
Long answer: Click to read…
Financial Literacy: Take the Test!
Financial literacy is the knowledge and competency to understand money and make financial decisions.
Unfortunately, Americans lack information…
F: Focus your attention and time
Time is a finite resource – there are only 24 hours in each day. Therefore, it is important to focus time and attention carefully, especially regarding finances.
E: Empower yourself financially
Talking about money makes many people feel uncomfortable - the topic is considered taboo within our culture. As a result…
D: Dedicate dollars to your goals
Financial goals range in size and timeframe. While it may feel necessary to choose which goals to prioritize, the appropriate course of action is…
C: Contribute for your employer match
As an employee for a company, one of the potential benefits offered is a retirement plan. A retirement plan provides the opportunity to save…
B: Build or Bolster your emergency fund
It is imperative to set aside cash in a bank account reserved for unexpected situations. This type of cash savings is commonly called…
A: Align your resources and lifestyle
This tip typically elicits laughter (and the occasional eye roll), but while it sounds simple, it is not always easy to execute. Your financial well-being depends greatly…
Back to Basics: Financial Planning ABCs for Generations X, Y & Z
As member of the XYZs, I understand the unique opportunities and challenges we face around financial planning. We place high value on ease and convenience – seeking education…