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Financial Wisdom

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Reduce Your Financial Anxiety

Simplify your finances with these steps to take control of your financial future.

  • Have your paycheck or government check deposited directly into your American First checking account.
  • Establish a regular savings program by having $300 (or some other amount) transferred into a money market account each month. 
  • Have your auto loan and credit card payments automatically made from your checking account.
  • Establish a home equity line of credit to be available for unexpected expenses.
  • Save for a child’s college education with an automatic transfer into a special savings account.
  • Review your 401(k) elections to make sure you are taking full advantage of the program.
  • Commit to having a financial review, including your estate plan and investment strategy, over the next three months.

 

 Click here for printable PDF




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