Did you know that April is National Financial Literacy month? President Obama stated that its goal is to “ensure all Americans have the skills to manage their fiscal resources effectively”. It’s never too early or late to learn about money and personal finance. So who’s the Chief Financial Officer of your family’s finances?
Have you ever heard quote, “He who fails to plan, plans to fail.”? It is so important to define your goals and when you want to reach them. What are you goals for 5 years, 10 years, 20 years from now? Do you need help figuring what it takes to get where you want to go?
I think most people would like to have financial planning assistance but are probably intimidated by the process due to lack of knowledge of what is involved or maybe they feel like they don’t have enough money. But you don’t have to feel like that anymore because I am going to introduce you to my Financial Planner, Mark Chew of Morgan Stanley Smith Barney.
Whenever I hear Mark speak on financial topics I always leave with a good understanding of the material discussed and that is the most important thing to me. Mark is down to earth, competent and trustworthy. I encourage you to contact Mark because when it comes to saving for retirement, there are a lot of different options out there and the biggest challenge is understanding them. Mark can help you minimize the impact of an uncertain future and help you determine the amount of savings you need in order to live the life you dreamed. Whether you are dreaming of a retirement that would take you around the world or one that keeps you close to your grandchildren, planning sooner than later for all your financial goals will help make those dreams a reality!
Mark Chew | Financial Advisor
Direct 949.955.7581
mark.e.chew@mssb.com
Here are some other links to help get the ball rolling.
CNNMoney has an outstanding overview of basic personal finance topics called Money 101. Each of the 23 topics includes several pages of information, and many of the subjects include an interactive calculator or tool.
The Federal government also has a website called MyMoney.gov, which is dedicated to teaching all Americans the basics about financial education.
