Financial independence isn’t created overnight. Have patience and take these steps 1 at a time. If you stay focused on improving your financial situation one step at a time, you will eventually achieve life’s greatest financial goal – financial freedom. To find out how you’re doing, take the short quiz below and get customized tips […]
Financial Plan Creation
Invest Your Mayo Fidelity 403(b) Like a Pro
Doing the right things consistently with your retirement plan can have a huge impact on your financial future. That great opportunity can create stress if you’re not sure exactly what you should be doing with your investments. That is why I created this step-by-step guide: To help you take control of your Mayo 403(b) plan […]
How to Save Money and Pay Off Debt in 5 Steps
There is certainly no shortage of financial advice out there – and it can be tricky to know what applies to you. Your co-worker may be telling you about how you need to save for your child’s education, but you haven’t yet paid off your own student loans yet – what do you do? Take […]
Prioritize Your Financial Goals
Why it is important: Until you prioritize what you’d like to spend your money on, it is impossible to know what expenditures are worthy of your hard-earned money. Once you have a good idea around this, you can begin to make informed decisions to help you achieve your financial goals. Would you rather lease that […]
Guide to Organize Finances for Mayo Employees
You need to get your finances organized for two people: 1. For yourself. Not feeling in control of your finances can lead to stress and anxiety. It is impossible to make informed financial choices without first understanding where you are. You deserve the peace of mind that comes with knowing you are taking steps to […]
