Check out this short video that gives a great overview about financial literacy and touches on income, expenses, assets, stocks, and more.
It is highly recommended that you go through this checklist every year. Life happens and changes are inevitable. Reviewing this checklist will ensure that you are staying
up-to-date with your financial planning needs.
Everyone needs a budget, but where should you start? This simple checklist will help guide you through setting up a budget and ensure that all your expenses are being tracked.
While a budget can help you manage your day-to-day finances, a savings plan focuses on your long-term financial goals and guides you on how to reach them. Following a budget and this guide will help get you started.