Financial Empowerment at Your Fingertips

Over the past few decades, significant social and demographic shifts have reshaped the American family and created a new set of financial challenges. However, certain basic financial management concepts and practices continue to hold true. Regardless of the make-up of the household, every family should take steps to maintain the following: 

  • Budget or spending plan to track income and expenses
  • Emergency savings equal to at least three to six months of living expenses 
  • Retirement savings, ideally in a 401(k) or IRA 
  • Life and health insurance to help protect against the unexpected  

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