Creating a financial plan for your clients is one of the most impactful things you can do to prepare them for the future. Although financial planning isn’t one-size-fits-all, there are a few things you can do to make your plans clearer and easier to follow:
A credit card is a financial tool that lets you purchase everyday items without cash. Unlike a debit card, however, you’re not using your own money when shopping with a credit card but borrowing from a lender like a bank or credit union.
The uncertainty caused by coronavirus can be felt around the world right now. In any health crisis, our first concern is for those afflicted and the wellbeing of ourselves and loved ones. However, business closures, cancelled flights and falling stock prices can also have dramatic effects on the financial wellbeing of families.