how financial savvy are you?

Let’s rate your financial savviness

• Do you only have one bank account? If so why? Is it your checking account?

• Do you have an account to track your monthly budgeted expenses?

• Do you have a savings account set apart from your monthly expenses to give you a clear visibility to track your savings goal?

This will help you organize your goals and reach them more easily letting you know how close you are to achieving each individual goal.

• Do you have any investments such as stocks, mutual funds, index funds, real estate, businesses, retirement account?

• Living on one bank account, is scary and risky.

Start to get organize with your money so you can see where it is coming in from and where it is going!