This is the last in a four part series designed to explain the ideas behind starting such a unique company and choosing Omaha to call home.
When it comes to finances, most Americans biggest struggle isn’t a lack of ability, but the lack of education to fully understand their situation and the options available to them. I’m sure many of you watch CNBC, read the Wall Street Journal, or frequent another financial news source such as Yahoo & Google finance on a regular basis. These media outlets provide vast amounts of information and it can be very difficult to understand all of the advantages and disadvantages of every idea, theory, or investment vehicle mentions through these channels.
The reality is that education is the foundation of personal financial empowerment. Without the necessary comprehension most feel ill-equipped to make the significant financial decisions we all face today. In order to determine if an investment decision is right for you there are some questions that must first be answered:
- Is this the best course to take in order to reach my financial goals?
- What, if any, are my criteria for making investment decisions?
- What is my current risk tolerance and how will this decision affect it?
- Is this the lowest cost option available or could I save money elsewhere?
- How does this affect my overall financial plan?
These are just a few of the many questions you should answer in order to make the right decision when it comes to your personal finances.
At Callahan Financial Planning, our planners thought what better way to serve our clients and our community than to offer FREE financial classes on the situations most commonly faced by Americans today. These include 1) Giving Yourself a Financial Audit 2) Social Security and Your Retirement 3) Starting Your Financial Plan 4) How to Save for College 5) What to do with your 401(k) and many more…
These are all held in our beautiful state of the art classroom in Midtown Crossing at Turner Park. Our Classes are free to the public, which means anyone is allowed to come get educated from a Professional Financial Planner on relevant topics to their current situation without the worry of a sales pitch. Each course is also followed by a Q & A session that allows you to get answers to any questions you may have or clarify any of the material discussed in the course.
If you aren’t 100% sure you are making the right decisions in your own personal finances and investments, come to one of our free courses or contact one of our Financial Planning Advocates to find out how a Professional Financial Planner can help you today.