How to get from a place of CONCERNED TO CONFIDENT?
What keeps you up at night? What makes you tick? Are everyday stressors affecting your financial decision-making?
What behaviors affect our emotional and financial confidence and satisfaction? And how does modern-day stress influence our financial decision-making?
• When it comes to financial priorities, both “having a plan” and “retirement” feature:
• Having at least some guaranteed income apart from Social Security in retirement
• Building Savings for any reason
• Having a solid, long-term plan for achieving financial objections
• Savings for unexpected expenses in retirement
• Protecting your family financially if you die or are unable to work
• Just keeping up with your monthly expenses
True or False: Millennials place more emphasis on saving for big future purchases (such as a home, car, or boat), paying college loans, and keeping up with monthly expenses.
Financial security is a high priority for many working Americans. But still, most struggle with basic personal finance matters, such as budgeting, saving, and planning for the future.
Over 2/3 of Americans feel they are not good at living within their means…can you relate?
How does your spending line up with your priorities?
Find out where your money is going today — and how you might better use it tomorrow
EATING OUT: National average for the modern workforce of eating out is five times per week. But have you thought about what cutting back even further might allow you to do?
Eating out 2 times a week, you’ll end up spending $26,000 over the course of ten years.
There is a major gap between attitudes (what working Americans are thinking about and prioritizing) and behaviors (what they are actually doing).
Most of us fall into one of four categories, based on our behavior and attitudes when it comes to financial and emotional confidence. Which one do you relate to most?
CONFIDENT PLANNER: Have it figured out when it comes to finances and work/life balance.
AMBITIOUS SPENDER: Enjoy being active in the community, and keeping up with trends
RETIREMENT REALIST: Place a priority on work/life balance, family, and meaningful experiences in retirement
DAY-TO-DAY DECISION MAKER: Tend to focus on today’s demands and having enough money to enjoy life
GOOD FINANCIAL HABITS:
Have a stronger understanding of how and where to save & other financial solutions
Diverse set of growth and protection solutions to address our financial needs
Live within our means and have healthy attitudes about money that are long-term focused
Making a few small changes in how you approach your financial habits could not only put you on track to be more financially confident — they may potentially help you to realize greater satisfaction and confidence as well.
Reviews
There are no reviews yet.