While April was #FinancialLiteracyMonth, every day should be an opportunity to stay financially savvy!
Our very own Kimberly Nelson, CFA ® was featured on the SheVentures Podcast around a #finlit series of #financetips. “A big part of becoming #financiallyliterate is to understand your own budget, so you can save for the future, and let your money work for you in life,” she said.
#MoneyManagement #MoneyMakers #FinancialEducation
Disclosure: This material by Coastal Bridge Advisors is for informational purposes only and is presented solely as an illustration of the typical advisor experience. Coastal Bridge Advisors does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice. Unique client experiences and past performance do not guarantee future results.