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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Money is Power! Being Financially Stable- Welcome Cassandra Bartlett!

Being confident and empowered in your financial abilities is very important. This opens doors to many opportunities and endless possibilities. We are very excited to welcome Cassandra Bartlett, a 19 year financial professional to Your Bold Is Beautiful taking place September 14th! Cassandra is a Charles Schwab Bank Associate Financial Consultant. She has a Master of Business Administration with concentration in Finance from Baker University and a Bachelor of Arts in Economics. Cassandra is excited to share with you some very important information and you won’t want to miss it! Grab your tickets today by clicking here. See you there!

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