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 2025, Ken Arellano of Retirement Optimization Group will be sharing tips, tricks and critical advice for individuals in all economic brackets. With Spring 2025 just around the corner, Arellano is getting a head-start on the series. Here are the Retirement Planning Expert and Retirement Planning Professional’s top three tips for Wealth Literacy:
Common Sense & Critical Thinking
Make it make sense! Common sense and critical thinking skills are the foundation of all of Ken Arellano’s approaches to wealth management and retirement planning. Clients appreciate his development and implementation of creative strategies in wealth management. But you don’t need to conduct market research or manage a full portfolio to adopt wealth management into your life. Arellano explains that it all starts with Common Sense & Critical Thinking Skills. In short: don’t overthink it and don’t overcomplicate it. When entering the world of wealth management, success can be found in simplicity.
Set a Budget
Calculate your monthly income and anticipated expenses. This will help you to create a functioning budget. Setting a budget for your bills, personal expenses and savings can help you manage and organize your funds. Start by calculating your anticipated income for the month, bill payments and spending money. This will not only help you meet your bill deadlines, but also set the stage for future savings. Understanding your full budget will help you to better manage your spending, saving and debt management.
Stay tuned for more wealth management tips for beginners before Wealth Literacy Month in April 2025!
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