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Financial Literacy is Possible!

Financial Literacy is Possible!

| January 26, 2024

Written By: Hannah Morgan, Assistant to Eric Wasson

I'll let you in on a secret: before I started working for Eric at AZTEC, I didn't know there were multiple types of IRAs, let alone their difference!  If you're what they call "financially illiterate" (like me!), you're not alone. The good news is, it's not too late to start learning. 

Why does it matter? 

Picture this: you're cruising along in life, buying a home, getting married, and starting a family; your life is chaotic but exciting, and you have all the time in the world. Suddenly, though, your kids have graduated college, you're looking back on thirty years of adulthood already gone, and in only a couple of decades, it'll be time to retire. Unfortunately, you never planned that far ahead, and you are overwhelmed at the thought of starting now.

That doesn't have to be you. In fact, if you're reading a random blog post on a financial advisor's website, you're doing pretty well already! Gathering knowledge is the first step toward being financially literate. 

Let's be real...

Math is not everybody's strong suite, and there's nothing wrong with that. That's why there are companies that do your taxes, bank accounts that automatically keep track of your spending, and price tags that have the unit price already calculated. But in all of those examples, you need basic information to understand the answers they give you. It's the same with finances; you can work with a financial advisor, but basic knowledge is crucial. 

The good news?

Whether you are financially illiterate like me, or you have a decent grasp on all things financial, we are available to help. We warmly encourage you to reach out to us at (603)343-4515, or via email at Wherever your life is heading, we'd love to be on that journey with you. 

Hannah Morgan is not a Registered Representative or an advisor and does not offer such advice or services.