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The National Financial Awareness Day Toolkit

| August 31, 2022

The National Financial Awareness Day Toolkit 


Napkin Finance by Tina Hay

The Millionaire Next Door by Thomas J. Stanley




The Balance

Tips/Action Steps

  • Define financial freedom for yourself
  • Make a monthly budget and stick to it
  • Pay off credit cards in full each month
  • Pay yourself first
  • Invest now and stay invested
  • Continually educate yourself on financial issues
  • Live below your means

Your Suggestions

Until next time…

One last thought, I believe an educated investor is an empowered investor. If you like what you’ve read and think your friends and family can benefit as well, please share.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.