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Financial Education

4 Steps to a Successful Spending Plan

  1. Write down how you're going to spend your paycheck before you get them.

  2. Spend your paychecks the same way every month.

  3. Incorporate cash into your spending.

  4. Give your new plan 90 days.

Are you building a solid financial house?

Financial Concepts We Teach

No matter what your income level, you can achieve financial security - if you take the time to learn a few simple concepts about how money works.

Cost of Waiting

The High Cost of Waiting

If you're like most people, you don't have a lot of money. That's why time is critical. When you're young, you can save small amounts and end up with thousands of dollars. If you wait to begin saving, you must save much more. If you want to be financially independent, you have no choice - you must start now, or later you must save more.

Pay Yourself First

Paying yourself first means putting yourself and your family before any other demands on your money. Paying yourself first is a form of self-respect. After-all, it's not what you earn, it's what you keep.

Pay Yourself First

Protect Your Income

Have you ever thought about what would happen to your family if your income stopped? An unexpected death can devastate your family financially if you're not prepared. Let us help you protect your family no matter what life brings.

Protect Your Income

Eliminate Debt For Good

Debt can be an incredible burden on your financial future. But, there is a way out. Check out these simple concepts and let us help you get debt-free forever.

Eliminate Debt

Save and Invest

Saving enough can seem impossible and investing can be confusing. The longer you wait, the more difficult it becomes. Let us help you simplify investing and make sure you're on track to reach your goals.

Save and Invest

The Rule of 72

Another important concept in understanding the power of compound interest is the Rule of 72. Your money will double at a certain point determined by dividing 72 by the interest rate.

Rule of 72
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