EVAN's Corner

April 2023

Live Well
Below your means

Hi Everyone,

Our daughter got a cat for her birthday.  Its name is Vivienne.  Our daughter is learning that owning a cat comes with lots of responsibilities as well as lots of joys.  Things like feeding the cat and taking it to the vet and cleaning out the litter box.  All of these are some of the responsibilities.  The joys include watching the cat play with a ball and chase a laser pointer.  And best of all purring in your lap.

Owning a cat is so much like personal finance.  With personal finance we have responsibilities.  We have to pay down our debt.  We have to have a savings program.  And that savings program has to include taking full advantage of our employer’s tax advantage retirement program.  A question for you.  Are you living up to your personal finance responsibilities?  If not maybe it’s time to get with the program.  Drop us a line.  We’d love to help you get things up and rolling.

And in no time your personal finances will be purring.

Till Next Time,
Evan Clark, President and CEO
p: 202.808.3633

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