Create a Financial Strategy for Budgeting and Saving

By Lynnette Khalfani-Cox, The Money Coach®

If budgeting and saving money seem like difficult tasks to conquer, perhaps the issue is that you’ve not yet created a financial strategy for achieving these goals. Here are some ideas to  improve your savings, and make you a better budgeter, by creating a financial strategy that works for your lifestyle.

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Ask the Advisor: What to Do With an Inheritance

By Jonathan Young

Since 2008, Jonathan has helped Members reach their financial goals. He believes that financial plans should be built with a specific objective in mind, like living comfortably in retirement, saving for college, or buying a house. 

When you receive an inheritance, you may be wondering what to do next. No matter if it’s a modest or substantial amount, handling it responsibly is one way you can honor the family member who left it to you. Here are some ways to help you decide what to do.

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Back-to-School Shopping Tips

Plan ahead, spend wisely, stay secure.

Like many retail events, the back-to-school shopping season seems to start earlier and earlier. Here are ways to focus on buying only what you need, finding good values and keeping your financial information safe when shopping online or in stores.                                   Continue reading

Workshop: Building a Better Budget

A budget is the most powerful tool available for establishing financial control. In this seminar, you’ll learn to identify short-, mid- and long-term goals, design a realistic spending plan to live within your means, and outline savings plans to reach your goals. You will also learn about different options available for getting out of debt, staying out of debt, and staying motivated.

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