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Startling Facts

Americans are spending $1.20

for every $1.00 they bring home. (www.remtech.biz/FactsAndStats.htm)

 

Today's 30-yr-olds could be the most indebted generation in modern history.

(Business Week, Nov. 14, 2005)

 

It costs the average American family over $200,000 to raise a child to 18.

(www.remtech.biz/FactsAndStats.htm)

 

Almost two-thirds of students have to borrow money to get through school; as many as one-fourth may be accumu-lating credit-card debt to help pay for tuition.

(Business Week, Nov. 14, 2005)

 

The average American household with at least one credit card carried a balance of $7,945 in 2000.

(www.remtech.biz/FactsAndStats.htm)

 

55% of American workers have no idea how much they will need to save to make their retirement dreams a reality.

(www.remtech.biz/FactsAndStats.htm)

 

More than one-third (36.1%) of Americans report that they don't use a budget to manage their family's expenses.

(www.remtech.biz/FactsAndStats.htm)

Financial Life Stages


Below is the Life Stage Wheel. Each element can be clicked on and will take you to the related topic on the 360 Degrees of Financial Literacy website which is sponsored by the American Institute of Certified Public Accountants (AICPA). Each link is packed with information for your use.

 

Our firms have CPA's on staff that have earned the certification of Personal Financial Specialist (PFS).*

 



Life Stages Life Stages - College Life Stages - Career Life Stages - Military & Reserves Life Stages - Couples & Marriage Life Stages - Parenthood Life Stages - Home Ownership Life Stages - Entrepreneurs Life Stages - Life Crisis Life Stages - Sandwich Generation Life Stages - Retirement & Estate Planning Life Stages



*This designation can only be acquired by CPAs who are AICPA members (binding them to the Code of Professional Conduct), have a minimum of 1,400 hours of financial planning business experience, in addition to continuing education within the last five years and a comprehensive and rigorous personal financial planning exam.
403b Consultants LLC and Wealth Management LLC (referred to as “affiliates”) are affiliated with Christensen Brozek Faltys PC, a CPA firm licensed in Nebraska. The services you may receive from affiliates are not provided by a licensed CPA firm regulated by the Nebraska Board of Public Accountancy. There may be overlapping services with the CPA firm, therefore, if you are uncertain which entity is providing any of the services, you should ask for clarification from the individual providing such service. Investment and advisory services offered through the following Registered Investment Advisors: Wealth Management LLC or CBF Wealth Management.