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April is Financial Literacy Month—the perfect time to talk about setting savings goals—one of the first steps on the road to money sanity. Here are a few thoughts about the benefits of setting savings goals.

Watch a short clip from the Money Sanity U®® video Setting Saving Goals video...

A budget is far more than a spending plan. It’s a practical roadmap for applying your values every day, week, month, and year.

A budget is how you balance sharing, saving, and spending. Regardless of your financial sophistication, you will benefit from this experience.

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Our virtual learning platform, Money Sanity U®, is designed to help you support your client families – including your young adult clients. As you know, the money habits young adults develop early in life will impact their wellbeing well into the future. The content in the Money Sanity U® helps...