Financial Sense
The virtual Financial Sense Series covers key financial topics, including:
- Financial Basics 101
- 6 Barriers to Investment Success
- College Planning Essentials
- Learning from the Lessons of Time
Recordings
Financial Basics 101
6 Barriers to Investment Success
College Planning Essentials
Learning from the Lessons of Time
Meet Your Host
Melissa Stewart '09, Financial Advisor
Financial Sense sessions will be hosted by Melissa Stewart '09, Founder and Senior Financial Advisor at ClearVista Advisors.
As the founder of ClearVista Advisors, Melissa's mission is to help provide people with a clear view of their financial future. The team at ClearVista Advisors does this through working with employers to provide a successful retirement plan benefit to employees, as well as, working one-on-one with individuals. Melissa strives to take complex investment concepts, retirement plan best practices, and financial planning topics and simplify them for her clients. With independent and objective advice she provides clients with customized services to help meet their specific needs. Every institution or individual her team works with is unique and therefore they strongly believe in tailoring customized service approaches and solutions to help meet their unique situations, industry, and demographics.
Resources
Financial Basics 101
- Learn more about budgeting, credit scores, taxes, debt buying a home, lease vs. purchasing a vehicle, and much more
Budgeting Tools
Financial Calculators
- The power of compounding and saving early: Slide 2
- How much should I save for retirement: Slides 19 and 20
- What should I save for first, second and third… Slide 48
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