ROANOKE, Va. (WDBJ) – Sometimes we have to look backward to move forward with our financial decisions.
That’s one of the theories of our money experts, Katherin and Kaila Elam.
Katherin is former Executive Director of Junior Achievement that helps young people in grades K-12 understand personal finance, become workplace ready and learn the essentials of entrepreneurship.
Kaila has had a total of 15 plus years in banking, insurance and investing. Today she is a mortgage matchmaker with Atlantic Bay .
They say that each member of the household should look at the way 2025 expenses and savings measured up, and decide together what can be done to tweak strategies to accomplish success.
Another recommendation, take time to compare monthly expenses to see which vendor (insurances, cell phones, credit cards, banks) has the best plans for your family.
They say annually, people need to check in with their HR department to be certain that they understand the deductions that are in their paychecks.
For insurances, be certain to update your beneficiaries.
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