Why Personal Finance doesn’t have to be complicated
STEP 1
Start the conversation with your team and take the initiative to be a part of our success. Use the getAbstract summary "The Index Card" to get started.
STEP 2
Schedule a team meeting to discuss the questions.
STEP 3
Have a discussion with your team or reflect on the questions.
Discussion Questions:
What are the 10 simple rules to The Index Card?
Do you research before investing?
How could we better educate you with your personal finances?
Are you investing for the future?
How will “The Index Card” help you in your role?
Take away:
To help you gain control over your finances, follow 10 simple rules you could fit on an index card: First, save 10% to 20% of your income. Max out your 401K or other tax-advantaged retirement account.
“You can’t begin to save until you educate yourself about where and how you are spending your money.”
Helaine Olen and Harold Pollack Authors – The Index Card
