When was the last time you sat down and made sure your financial house was in order? Do you even remember? Can you confidently say your current budget is helping you achieve your long-term financial goals? Do you know what your long-term goals are?
With the end of the year approaching, it’s the ideal time to review your personal finances and set yourself up for success no matter what your current financial standing may be. The only trouble is, it’s not always obvious how to do that. Sometimes, we know where we want to go, just not how to get there. Plus, with everything going on in your busy life, finding the time to actually sit down and review everything can seem next to impossible. Financial planning is crucial, but it can also be incredibly daunting. Don’t let the unknown stop you from making sure your MilFam is financially secure, though. If you need some guidance, ask the experts!
Join AAFMAA Wealth Management & Trust Relationship Manager Joe Farella as he discusses “6 Ways to Improve Your Personal Finances” on November 14. He’ll review strategies for setting goals, setting a budget, investing extra income, and much more during this free and exclusive webinar.
The tips presented in this webinar will guide you through the entire financial planning process, leaving no stone unturned. If you have questions, this webinar will have the answers.
To watch previous free AAFMAA webinars covering important military family topics, such as preparing for deployment, mortgage points, Social Security secrets, and much more, head over to the AAFMAA Learning Hub. You can watch all of the webinars on demand anytime.
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Information provided by AAFMAA Wealth Management & Trust LLC is not intended to be tax or legal advice. Nothing contained in this communication should be interpreted as such. We encourage you to seek guidance from your tax or legal advisor. Past performance does not guarantee future results.