Money Coaching Tips & Ideas For April 2013

Posted: Tuesday, April 09, 2013

On March 31, 2011, President Obama signed a proclamation to make April National Financial Literacy Month. In it, he says, "I call upon all Americans to observe this month with programs and activities to improve their understanding of Financial principles and practices."

Receiving a Tax Refund?
-Set up an emergency fund for unexpected expenses;
-Open a seperate bank account from this money and designate it as your 2013 holiday club account;
-Make a significant prepayment toward your mortgage principle;
-Make a contribution towards your 2013 retirement account; or
-Start a savings account for your dream vacation.

****If you are looking for more practicle ideas on how to handle you tax refund, or any other aspect of your finances, please call 201-447-1137 or email Diane Nissen Friedman at to make an appointment.