Costa

Kicking Off Financial Literacy at Costa Mesa High School

We had an exciting start to the school year at Costa Mesa High School, where our team partnered with Lester Baron and his crew to launch a brand-new financial literacy program. On Thursday, September 12th, we kicked off the first of nine monthly workshops for AVID students (Advancement Via Individual Determination) with a focus on helping them develop the money management skills they’ll need to succeed in life.
Financial Planning

Financial Planning for Every Stage of Life in 2024

Financial security is essential, no matter your age. Each stage of life brings unique challenges and opportunities. Whether you're a teenager just starting your financial journey, in your 30s trying to balance family and career, or approaching retirement, there are steps you can take to secure your financial future. Let’s break down financial planning strategies for each life stage.

10 Keys to Help Build Financial Security

Building financial security is a journey, not a destination. But with the rising cost of living and economic uncertainty, the path might feel more challenging today than ever. Let’s explore some practical, achievable steps that will help you create a strong financial foundation.
economy

Making Sense of This Month’s Economic News: What You Need to Know

Keeping up with economic news can feel like a full-time job. Between talk of inflation, interest rates, and job markets, it's easy to get lost in the headlines. So, let’s break down what’s really happening and what it might mean for you.