April is Financial Literacy Month

Piggy banks medGrand Canyon Planning Associates is proud to support Financial Literacy Month 2015 – highlighting the importance of financial literacy and teaching Americans healthy financial habits. According to a recent survey by Career Builder, 77% of American consumers are living paycheck to paycheck.

Financial Literacy Month is the perfect opportunity for individuals and families to change their financial situation by learning about important financial matters like creating and managing a budget, paying down debt while saving for emergencies, and creating achievable financial goals. Here at GCPA, we care about your financial future. We are committed to bringing you the financial education you need to reach your financial goals.

The following five steps will help you on the path toward financial wellness:

  1. Make a commitment. Changing your relationship with money is not an easy task; it takes hard work and a strong commitment.
  1. Assess your financial situation – A simple quiz can help you understand your current financial position. Knowing where you are today will help you determine the best path toward meeting your financial goals.
  1. Get organized – Getting your financial house organized is a great way to begin on a clear path toward financial wellness.
  1. Set priorities – Understanding the difference between needs and wants will help you establish financial priorities and set realistic goals.
  1. Live on a budget – Spending less than you earn is easier said than done, but a solid budget is the most important element of any successful financial plan.

ADDITIONAL RESOURCES: (click on the orange links below)

On Demand Seminar

As part of NRPW 2015, Grand Canyon Planning presents, “How Big Is Your Retirement Shortfall.” In this 15 minute seminar, you will learn:

  • How to navigate Social Security to make the best choice to maximize your benefits
  • 10 issues currently facing Baby Boomers
  • The current life expectancy of the average American
  • A six step process to get start your retirement plan



Financial Worksheets

Fact Sheets