CFP®, ChFC®,
CRPS®, MBA
Partner & Financial Planner
FCSP®
Partner & Financial Planner
Before you dive into the webinar, understanding what we mean by Financial Well-Being can help you put everything we’ll discuss today into context.
Make sure, when it comes to savings, you consider the “Pay yourself first” approach. It’s simply a way to save, like using direct deposit, to ensure that money is set aside ahead of time. As they say, out-of-sight, out-of-mind; or in this case, out-of-sight, out-of-burning-a-hole-in-your-pocket.
When we talk about investing, we’re talking specifically about putting your money into financial instruments such as stocks, bonds, or mutual funds. Also included in this discussion would be cash and cash equivalents such as CDs or money market accounts.
When we talk about investing, we’re talking specifically about putting your money into financial instruments such as stocks, bonds, or mutual funds. Also included in this discussion would be cash and cash equivalents such as CDs or money market accounts.