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Folder Smart Financial Habits

Smart Financial Habits

Focused on the Millennial Generation, these short articles (approx 150 words) start with "If I was 25 again, I would..." and are written in the adviser's voice to share financial wisdom to help create good habits from a young age.

Documents

SFH007 If I was 25 again, I would... be wary of investment fads (152 words)

Description

If I was 25 again, I would… is a series of short articles (approx 150 words) that you can use in your social media to reach the Millennial and Gen Z Generations. The language is warm and supportive, understanding the time in everyone’s life when fun might be more important than planning.

Every generation has its fads, the trick is not to get caught up with the hype and lose money. Best to fully understand an asset before investing.

SFH006 If I was 25 again, I would pay more attention to my super (148 words)

Description

If I was 25 again, I would… is a series of short articles (approx 150 words) that you can use in your social media to reach the Millennial and Gen Z Generations. The language is warm and supportive, understanding the time in everyone’s life when fun might be more important than planning.

SFH005 If I was 25 again I would pay extra on my mortgage (147 words)

Description

If I was 25 again, I would… is a series of short articles (approx 150 words) that you can use in your social media to reach the Millennial and Gen Z Generations. The language is warm and supportive, understanding the time in everyone’s life when fun might be more important than planning.

This message shows the effect on savings that paying just a little bit more on a mortgage can achieve.

SFH001 If I was 25 again, I would... love budgeting! (156 words)

Description

If I was 25 again, I would… is a series of short articles (approx 150 words) that you can use in your social media to reach the Millennial and Gen Z Generations. The language is warm and supportive, understanding the time in everyone’s life when fun might be more important than planning.

The first in this series starts with explaining that budgets need not be restrictive, just balanced.

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