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  • Michael Schreiber

It’s never too early to take steps toward getting smarter about your money.

April is Financial Literacy Month, an effort created to raise public awareness about the importance of financial education and a time when people can challenge themselves to review and improve their finances.

Financial literacy refers to all the basics someone needs to know to build healthy money habits, such as boosting savings, preparing for retirement, learning about investing, and staying out of debt. Think of financial literacy like you would when you’re thinking of your health – we know that prevention is better and cheaper than a medical cure, and financial well-being is no different. Many are overdue in stepping up our prevention efforts when it comes to financial behaviors, and this year, the economic fallout caused by the Covid-19 pandemic has highlighted the need to establish healthy financial habits more than ever.

Is it necessary to be financially literate when you have Aevitas Wealth Management as your financial advisor? Yes! A trusted financial advisor is a copilot for your financial journey. Our firm's name, Aevitas, means “lifetime,” and our purpose is to provide quality investment advice and education through each stage of our clients’ lives. We act as a fiduciary, which means that we always act in your best interest, and while you don’t have to be an expert, putting in a little work to help you understand your finances lets you articulate your goals to us. After all, our goal is to help our clients reach their goals, and to do this; we must partner together.

There are several steps you can take to get smarter about your money without making it too complicated or time-consuming. Below, we have highlighted a few of our past blogs to help you take a step in the right direction:

  1. Financial Planning: When it comes to retirement or any life event you are planning, the biggest question we all have is, “Am I financially prepared?” We can help you develop a personalized, comprehensive financial plan that will ensure you are on the right path to reach your goals. Read:

  2. Investing: This year has been an incredibly stressful time for investors. Our job is to help you navigate the financial markets, no matter what is going on in the world and even more during times of uncertainty. We are constantly reminded that our investing principles should not change, and we must continue to rely on our asset allocation and diversification disciplines. Read:

  3. Emergency Funds: Having an emergency fund means you understand the importance of protecting your family during a difficult time, such as a sudden illness or job loss. Building an emergency fund can make all the difference in avoiding a financial crisis. Read:

  4. Financial Checklist: Many of the items we highlighted at the end of the year are things you can do throughout the year. Visiting these topics ensures you stay on track to accomplish your goals. Read:

For the entire month of April this year, let’s continue to work together to increase your knowledge. Things are constantly changing in the financial world, and we need to keep pace. Throughout every stage of life, our team at Aevitas is available to guide you on matters small and large, and we educate our clients, so they are empowered to make smart financial decisions.

Please contact us to take the next step in advancing your financial literacy.

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