October is National Financial Planning Month

Posted by on October 22, 2020

We’re so glad that our profession is being recognized with its own month!

Here are some ideas on how you can celebrate and observe this important topic:

• Set financial goals for the next 12 months, such as paying down debt or building up an emergency fund
• Set up a direct deposit to set aside money monthly towards retirement plans or other savings accounts
• Create a budget for the upcoming holidays

Don’t stop there! Instead of focusing on it only in October, financial planning is something that should be thought about every month of the year. Set aside one hour per month to go over your finances and work on your goals.

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