The Financial Call

Zacc and the team are here to help you figure out what’s on your menu!
It’s important to remember - Social Security isn’t just a form, but a strategy. 📊

Your 🔷Retirement Target Number🔷 OR the number you need in your savings account in order to retire..

Where do you start? How do you get the number? How do you factor in inflation, changing lifestyles, or changing family dynamics? 

Zacc and  dive into those questions on this week’s  segment!

How can you improve your net worth? Track it!

In January Week 4 of , Zacc emphasizes how your net worth is your ultimate scorecard when financial planning. Updating your net worth statement quarterly can help you see your full financial picture with clarity.

We have a free net worth tracker tool at the link in our bio!

YBFY Week 3! This week’s task is to review your quarterly savings plan to see where your money is working for you. Clarity with your savings plan can create a sense of control. Clarity + Control = Confidence.✨

✅ Disclosures and full episode link in bio!
🤝 Your IRA isn’t all yours–some of it belongs to the IRS. Would you rather pay now or later? 👀

On this week’s episode of Financial Friday, Zacc and discuss the importance of the annual January check in with your finances. Now is a great time to review any changes with your deductions, contributions or tax brackets.

Need support? Contact Capita Financial Network today and we can walk you through it!