PROVIDING FINANCIAL EDUCATION, ACROSS AMERICA - ONE COMMUNITY AT A TIME
Our Number One Goal: Assisting Individuals to Take Charge of Personal Finances.
87% of teens report their parents are their main source of financial education, while more than 56% of married couples
report having serious problems related to their finances.
(Moneymanagement.com & Charles Schwab Foundation)
Revisiting the Basics to Ensure Everyone's Financial Future.
October 1, 2016 | Category: Future Planning
| Author: Rebecca Lake
Taking a strategic approach to managing your finances is a good way to keep tabs on how you’re doing, but even the most organized person doesn’t always take the time to make an annual financial plan. As fall approaches and students head back to school for a new year, it’s an excellent time to begin mapping out what you hope to achieve financially over the next 12 months.
Even if you feel fairly confident about the way you’ve been handling your finances so far, understanding how you can use an annual financial plan to your advantage can help you make smarter decisions with your money going forward. (For more, see Financial Planning: It’s About More Than Money.)
What Is an Annual Financial Plan?
An annual financial plan is a guidebook of sorts...