As we slowly exit COVID restrictions, rumor has it some people are spending the money they saved during the last 18 months on many useless purchases. Our Financial Coach hopes you do not make that mistake.
Before you spend, answer the following 7 questions:
• Are your credit cards paid off?
• Do you have at least $1,000 in an Emergency Fund?
• If you have a family, do you have Term Life Insurance?
• Do you have a Will, a Living Will and Medical and Financial Powers of Attorneys?
• Do you have a personal Roth IRA? Did you make a 2021 contribution?
• Have you opened 529 College Savings for each child?
• Is your car paid off?
If you answered NO to any, or all, of these questions consider using your “COVID savings” to address these issues. Time to be an adult with your money.
For only $149, Capital Budget Strategies, LLC, Austin’s best Financial Coach, can help. Together, we will determine your Net Worth, set up an Emergency Fund, create a personalized monthly Budget, save for long-term Expenses and create a Snowball Debt Repayment Plan, if needed.
Using Zoom Video Conferencing and our copyrighted fillable on-line forms, we will spend approximately 4 hours getting you in great financial shape. Of course, with Zoom, you can be located anywhere, not just Austin, Texas. The session is intense, so be ready! Invite your spouse or partner because this will be a team effort.
Becoming financially secure could be the only good thing to come out of our COVID nightmare.
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