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- Token Advice - #6 📈
Token Advice - #6 📈
Financial Literacy | Health Dashboard | Links
Welcome back to our newsletter where we are featuring the latest and greatest 401 Financial updates and hand-picked content that is truly making waves in the industry.
We are excited to provide you with the first-class knowledge and insights you need to stay ahead of the curve in all aspects of finance, Client centered resources, and cutting-edge technology to help build wealth for the next generation.It would not be 401 if we did not include a little Crypto for your enjoyment! Lets dive in👇🏼
401 Financial Updates: Reflection on Financial Literacy Month
April is Financial Literacy Month and as we celebrate this month, it is important to remember that financial education is a continuous journey. In our constantly evolving world, it is imperative to be knowledgeable about financial literacy as it plays a significant role in our everyday lives. Learning how to budget, save, and invest will benefit us not only today, but also in the long run.
We worked on a few basic concepts of finance 👇🏼
This does not mean we should stop learning. It is essential to continue educating ourselves to improve our financial habits, identify opportunities, and adapt to the ever-changing economic climate. We should embrace new information and use it to our advantage to become more financially aware.
Financial literacy involves more than just understanding the fundamentals of money. It requires that we adopt healthy financial practices and attitudes that lead to financial success. Having a clear understanding of our financial goals, tracking our spending, creating and sticking to a budget, avoiding unnecessary debt, and investing in our future are some of the healthy financial practices that we need to develop.
As we journey through financial literacy month and beyond, let us strive to challenge our thinking and continue learning. Notion Updates:⚠️ 401 Health Dashboard ⚠️
This is not a drill. 4O1 Financial believes in the comprehensive well being of ALL of our clients. This includes there mental and physical health.”When launching 401 Financial I knew I wanted to make health and wellness a part of our core offering and now we’re working on adding health planning for all clients. This will be optional and available (for no additional cost) to all 401 clients as we’ll provide basic health tracking and personalized plans to tie a client’s health goals to their financial plans.”
- Tyrone Ross Jr.Here’s a sneak peak of what’s available :
401 Goals Dashboard
At 401, we are committed to helping our clients align their values, goals, and money. We decided it was time to create a dashboard to help clients visualize what this looks like.
401 at MorningstarOur founder, Tyrone Ross Jr. hit the #MICUS Podcast Stage discussing the shift in the industry in being more inclusive and a mission driven practice that includes a wholesome approach.
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