Helping to Improve Financial Awareness & Financial Literacy

Posted by Valentino Sabuco, CFP®, AEP® on Apr 18, 2018 7:30:00 AM

The Challenge

Managing personal finances today is more complicated, time consuming, and more important than ever. We are living longer, but saving proportionately less. We feel less secure in our jobs, homes, and overall outlooks than previous generations did. We watch, helplessly, as our money evaporates due to exorbitant costs of housing, taxes, education, health care and life’s too many “unexpecteds.” Many people worry about the future, or unfortunately in many cases, they simply try not to think about it. Until “it” happens – a financial catastrophe that could have been avoided by some advanced planning.

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Topics: Financial Awareness Month, Financial Planning

CGP Partners with the Financial Awareness Foundation for Financial Literacy Month

Posted by National Association of Charitable Gift Planners on Apr 10, 2018 8:00:00 AM

 

Indianapolis, IN: CGP is partnering with the Financial Awareness Foundation for the 14th annual Financial Literacy Month to bring attention to the epidemic of the growing lack of financial awareness and financial literacy.

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Topics: Financial Awareness Month, Financial Planning

National Estate Planning Awareness Month/Week

Posted by Valentino Sabuco, CFP®, AEP® on Oct 11, 2017 7:30:00 AM

October is the 9th Anniversary of National Estate Planning Awareness Month/Week

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Topics: Financial Awareness Month, Financial Planning, Estate Planning

CHECKLIST: Six Steps Toward Successful Estate Planning

Posted by National Association of Charitable Gift Planners on Apr 24, 2017 3:01:00 PM

Over 50% of our adult population (120 million adults) does NOT have a current or up-to-date estate plan to protect themselves and their family's assets; that can include half your family, friends, and associates.

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Topics: Financial Planning, Estate Planning, Financial Awareness Month