Financial Freedom- Thank you Charles Schwab!

Thank you Cassandra and Jillian from the Charles Schwab team. These ladies led an amazing session on Financial freedom. They discussed the Top 8 fundamentals of saving which include:

  • Contribute to your company’s retirement plan.

  • Pay off nondeductible, high-interest-rate debt -like credit cards.

  • Create an emergency fund to cover at least three months of essential living expenses.

  • Contribute the maximum allowed to tax-advantaged retirement accounts.

  • Save for child’s education.

  • Save for the down payment on a home.

  • Pay down other debt.

  • Keep investing.

We can’t wait to partner with the Charles Schwab team in the near future. Each attendee left with tons of information in the take-home kits. Tune in to the video HERE to catch all the action. Set yourself up for FINANCIAL FREEDOM!

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