Project Money: Planning For Future Financial Goals
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Career & Income
Planning For Life Events
Since the beginning of Project Money, Jaclyn and Kiara’s biggest goal was saving for a home. Now, after months of hard work to change their financial habits, they feel they are finally on their way. In their words, “We can see it in our future. It is looking more like a reality and less like a dream.” While they still have work to do, they’re starting to recognize the power of managing your money with purpose – and it doesn’t get much better than that!
Wondering how these two saving superstars paid off more than $15,000 in debt and saved around $8,500? This month Megan and Scott let us in on a few of their secrets to making it happen. Meanwhile, they’re building on their success and working toward the future by doing things like managing health expenses and staying on top of their wedding budget. Talk about a #PowerCouple!
Whether it’s finding affordable entertainment or DIY-ing household repairs, Angie and Cris have been hustling to achieve their financial goals, one of which is saving for retirement. This month they met with a Summit Financial Advisor to discuss how much they should be saving (spoiler alert: it was more than they thought!) and when. After discussing options with their advisor, Angie and Cris are feeling much more confident that a relaxing retirement is within reach.
Sara is truly embracing her new financial habits, whether it’s budgeting for splurges or trying to DIY instead of buy. She’s also taking strides toward her future, like changing her tax withholdings to keep more money in her pocket instead of waiting for a big return in the spring. With more control of her money, she has the freedom to do the things she truly wants, like giving back to people in need. Her balanced approach to finances is an inspiration!
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