Financial Literacy

FINANCIAL LITERACY

How We Can Help.

The absence of financial literacy can lead to making poor financial decisions that can have adverse effects on the financial health of an individual. The advantages or disadvantages of variable or fixed rates is an example of an issue that will be easier to understand if an individual is financially literate. We can help when it comes to family’s looking to educate and assist in the household’s financial literacy and training initiative. We conduct family meetings as well as local seminars surrounding the following topics:

  • Household debt and credit cards
  • Buying a home
  • Saving for retirement
  • How does insurance work
  • Time Value of Money
  • Taxes