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April Goal: Financial Literacy

April Goal: Financial Literacy

| April 20, 2018

Our goal for April is aimed at helping the next generation gain greater confidence and control over their finances.

Today, we celebrate “National Teach Children to Save” Day. Click HERE to learn six effective ways of helping the children in your life build a foundation of financial literacy. It’s easy; start today!

We often hear from our clients that finance just “isn’t their thing.” We strive to simplify the process of gaining financial security. Below are some quick tips for achieving financial success. We encourage you to forward this email along anyone in your life who could benefit from this information.

One of the basic aspects of achieving financial alignment is creating a balance between cash flow and debt. Balance allows one to pursue important financial and life goals with confidence.

Start with these easy tips:

  1. Track Savings & Spending – Knowledge is power. Mobile budget apps linked to your checking and savings accounts make it easier than ever to see where each dollar goes. Read our review on the Mint budgeting app HERE.
  2. Establish an Emergency Fund – Set a goal to save enough to cover 3 to 6 months of living expenses in the event of unexpected emergency or sudden change in employment.
  3. Pay Down Debt – The faster you pay down debt, the more money you’ll have available for saving and investing. Whenever possible, pay more than the minimum due on credit card balances and other recurring debt.

I am always happy to meet with you, your friends or your family members who would benefit from my financial guidance. I can be reached at 405.767.1230.

Thank you for your referrals! We really appreciate your kind words of ­­­­endorsement.

All the best,