Wealth literacy is more than knowing how to budget or balance a checkbook. It’s about understanding how money works across your entire life—from your first paycheck to your retirement years. At its core, wealth literacy means having the confidence to make informed choices that align with your goals and values. And it matters at every […]
Tips for Wealth Literacy Month 2025
Spring is right around the corner. For many people, Spring is a time of cleaning, reorganizing and starting new projects. In anticipation of Wealth Literacy Month 2025, Ken Arellano, Wealth Management Expert and Retirement Planning Professional, is here to share tips to help promote client success: April is Wealth Literacy Month. For Wealth Literacy Month […]