Result: You're a numbers person, motivated by tangible goals.
Result: You're a numbers person, motivated by tangible goals.
If you’re talking money, talk value. Dive into the details, track your progress and learn the facts.Enjoying the fruits of your labor is important to you (and you deserve it). Focus on all the things you want to enjoy, then budget, save and invest to reach them.
Money Moves to make:
Money Moves to make:
Outsmart the gender wealth gap
Women live longer1, but because of the gender wage gap and many other factors they tend to gain less wealth. So while women and men may face different financial challenges, developing a financial plan that includes a strong investment strategy can act as a north star, allowing women to bridge the gap. Read more about how women can rise above the wealth discrepancy and make an appointment with your Financial Advisor to discuss a plan with these insights in mind.
New Financial Goals Kickstart Guide
It’s time to reevaluate how your financial goals fit with the goals you have for your life. Meeting with a Financial Advisor can help you build a comprehensive plan and remove some anxieties around the unknown. Here is a list of questions to talk with a Financial Advisor about right now:
- Do I have enough to sustain my lifestyle?
- What is my updated net worth and asset allocation?
- Does my current budget align with my goals?
- Are my values reflected in my individual financial plan?
- Am I saving enough and in the right places?
Budgets can turn your income into dreams
Budgets can turn your income into dreams
The word budget is often associated with limitations, but budgets are actually tools that help you achieve your goals. By managing your spending in the short-term you’re setting yourself up for long-term financial success. That means your dream starts today. Use this simple worksheet to take the first steps toward creating a budget.
