Fiscal Transformations

Happy 4th of July! Happy Birthday America! 🇺🇸 What is your WHY as you plan and take action with your finances? Knowing your WHY or establishing GOALS help you meet those financial wellness goals!!

What would you consider the top ten things?

Compound Interest - What is it? What does it matter?

I was working on our taxes and entering the 1099-Interest forms for savings accounts. This is where your HIGH YIELD SAVINGS truly do matter. How much money did your cash earn you in 2023? Have you ever heard of SAVINGS STACK? This is where you stair-step your savings based on rates.

For example:
→ DCU offers 5% up to $1,000.
→ Then anything over $1,000, you can put into another bank such as Ally Bank, which currently offers 4.35% for any balance.

→ There are lots of options out there right now for your accounts.
→ Let me know if you want to discuss how to get started with your .

Life has been hard. Sometimes when life is hard we push away the "details" and go on autopilot. Here is to taking back the controls and moving forward to financial wellness for my family.
--> Invite a friend to join us as we learn to be consistent with our finances and plans for our future. Join our private group here: https://www.facebook.com/groups/fiscaltranformations

Life has been hard. Sometimes when life is hard, we push away the “details” and go on autopilot. Here is to taking back the controls and moving forward to financial wellness for my family.

This is perfect for our personal and business finances!! Don't give up! Where are you in your journey? Do you need a coach to help , , , or ? Reach out and let's chat!

Buy used.
Thrift stores, garage sales, Facebook marketplace, "free" groups, Craigslist, etc. all have people getting rid of stuff cheap. Check out more tips here: 🟣 Financial Tips w/Coach Donna

Eat before leaving the house. Take-out and snacking when you’re out and about are huge money sinks. If you’re going to be gone for a while, pack a meal to take with you. Join us to discuss more tips: 🟣 Financial Tips w/Coach Donna