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The way you feel about money has a significant impact on how you manage it. Typically, those with a financial plan feel more financially secure than those without.
In this podcast, we will discuss the common emotions often associated with money, the vital resource of financial planning, and the many forms it can take. Big or small, simply having a plan can make you feel better about money.Disclosure: Securities and advisory services offered through Copper Financial Network (“Copper Financial”), LLC, Member FINRA/SIPC. Copper Financial is a SEC registered investment adviser. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by Copper Financial. For important disclosures from Copper Financial, including our Form CRS, please visit here. Investment and insurance products, including annuities: Are not deposits | Are not NCUA or otherwise federally insured | Are not obligations of, or guaranteed by, the credit union | May lose value.