Brush Up On Financial Literacy

PDF: News Letter 2019-04-12

April is Financial Literacy Month, and one thing Americans are not taught in school are the basics of how to manage money. That’s why it’s important to continue to work with professionals and educate yourself about how to build and maintain a financial strategy.

If you’re committed to making some positive changes to your financial situation, you’ve taken the first step towards financial wellness. The first step is setting your financial goals, starting with savings. That doesn’t mean cutting out life’s little luxuries like avocado toast or gourmet coffee, but taking a realistic look at where you are today and what your long-term goals are. I can help you develop a savings and investment strategy that can make the most of today and tomorrow.

Monday is Tax Day. Once your return is filed, let’s get together to discuss your goals for the rest of 2019 and beyond.

Please feel free to share these articles with your family and friends. They are excellent conversation starters.

This week’s articles are the following:

  • Article 1: When Gambling Seems Like a Good Investment Strategy
  • Article 2: How Much Do You Know About IRS Audits?
  • Article 3: How to Save Money
  • Article 4: Should You Invest or Pay Off Debt? Here's a Simple Rule to Follow
  • Article 5: April is Financial Literacy Month - Why Financial Wellness Matters
  • Article 6: Why do we believe Americans spend too much money on coffee and avocado toast?

This is Matthew Greiner.

We are going to close out with a quote from Albert Einstein, arguably the smartest man, he said,

“The hardest thing to understand is the income tax.”

If you haven’t done your taxes yet, have fun this weekend getting them done.

From all of us here at the Greiner Group,

“Have a good spring weekend!”