It’s April, and that means spring is finally here. There’s a lot to celebrate in April from holidays to longer daylight, and something else you’re probably not even aware of. That’s right, April is also Financial Literacy Month. Now is the time to make sure that your retirement plan is on-track. So, on that note, we want you to try and start a spring tradition of your own financial well-being. Having a personalized financial plan means that you not only know what you want to accomplish, but have a sense of how you plan on getting there.
Financial Literacy Month may not sound like the most exciting thing to celebrate, but it makes perfect sense to dedicate April to that cause. Spring is all about new beginnings and cleaning up and getting organized, exactly the type of things you should be thinking about when it comes to your own financial planning. But besides just the organizational side of things, it’s really about financial education. It should be a reminder that if you have more questions than answers when it comes to your finances, then this is the time to change that and take control. It’s also a great time to remind your children and grandchildren to take a proactive step in their own personal financial education. Sadly, only a third of U.S. states require high school students to take a personal finance class in order to graduate, so make sure they understand what a huge impact an education in personal finance can mean to their future.
So, how do you take advantage of Financial Literacy Month? That’s easy, just click to schedule your complimentary, no obligation financial review!. This is your time to ask questions, learn about the latest in retirement tools and products, or just see if your plan is on track. And, it’s also a great time to bring your children or grandchildren with you so we can answer their questions as well. There is nothing more important than learning how financial literacy and proper planning can set you on a path toward achieving your goals. There is a lot to learn about personal finance, and it should be part of a continuing and ongoing education, but it’s also important to put things in perspective and remember that life is about more than just money.
What does your dream retirement look like to you? Don’t wait until retirement to start living life. We help our clients plan with foresight and help them understand what they need to do financially so they can start living life instead of worrying about it. We’ll help you align your actions with your intentions through an actionable plan, helping you execute it all along the way. Financial Literacy Month is one celebration that won’t cost you anything, but could provide you with invaluable information, and that’s something to celebrate!