FINANCIAL LITERACY
Dollars and Sense: Financial Literacy is for Everyone
November may be Financial Literacy Month but, here at Tandia, we believe in sharing financial knowledge all year long! Whether you’re a seasoned investor or new on the banking scene, we’ve got some handy advice to sharpen your skills and get you thinking about your finances in a fresh new way. Keep reading and we will show you how!
Book a Financial Health Check-up
Just as a visit to your doctor is a great way to stay on top of your physical health, you should have regular checkups to review your financial health too! Meeting with your Advisor at a branch or over the phone is the best way to make sure you are taking the right steps to keep you on track to reaching your goals. If you are nearing retirement, in the midst of your working life or even just starting out with your first job, it pays to have the expert advice of a Tandia Advisor to help explore the opportunities available to you.
Make Sense of Financial Jargon
Ever feel overwhelmed by banking terminology? Wish there was a financial dictionary you could refer to? Guess what – there is! The Jargon Buster – Glossary of Financial Terms from MoneyGuide.ca is a great way to get clarification and brush up on your financial lingo. Don’t waste time Googling, this handy glossary is a great reference for anyone.
Fine Tune Those Debt Management Skills
Learning how to effectively manage and eliminate debt may seem like an overwhelming task, but rest assured that there are many resources and tools available to you. From step-by-step guides to budgeting and tracking apps, there is expert advice right at your fingertips. Here are some of our favourites from the Financial Consumer Agency of Canada to get you started!
- Financial Literacy Month: Tips and Tools
- Budget Planner (Calculator)
- How to Make a Budget
Preparing for Rainy Days
When the going gets tough, you’ll never regret having started an emergency fund. Regularly saving extra funds for unexpected events, such as job loss, theft, or medical problems, will help you to recover from these incidents more easily. Preparing for the future is the best way to ensure you can weather any storm, and it doesn’t have to be daunting. Placing aside a small amount from each paycheque or setting up an automated deposit or transfer into a savings account, is a painless way to contribute to your fund regularly.
And remember that Tandia is always a great source of financial literacy information throughout the year. Through our informative podcast Tandia Talks Money, to our free webinars, we’ve got you covered. Stay tuned to our Social Media channels for more advice and hints you can really use.
