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Letter from the President
Brian McKay PRESIDENT
Dear Members,
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There’s something about the warm weather in these summer months that makes us want to take on a new project! Whether it’s tending to a garden or tackling some home improvements, there is no shortage of tasks we can conquer.
In addition to these, I’ve got another project for you to consider that is often overlooked – and that’s investing in your financial future!
According to a recent study from the Financial Health Network, two in three Americans are not financially healthy. If you’re like me, this study got me thinking… what does being "financially healthy" actually mean? Does it mean I have enough to pay my bills each month, or have sufficient savings in case of an emergency? Does it mean that I have a high credit score? Financial health can mean a lot of things, and each of us likely has our own definition that relates to our daily lives. However, one thing is for sure – at Spero, we want all our members to be financially healthy. Our goal is to walk together with you to help meet your current financial goals and future aspirations.
One way that we are investing in your future is by joining efforts with Pinnacle Wealth Management. Serving the Upstate since 2009, their advisory and investment services are the newest extension of financial offerings for Spero members. I encourage you to turn to page six to hear directly from Pinnacle and how they can help you invest in your financial future
Speaking of the future, April is Youth Financial Literacy Month. Investing in your children’s financial knowledge is one of the best ways to invest in their future success. A great way to do this is by instilling good money habits. Of course, speaking from experience, this is a lot easier said than done! As a parent of two teenagers, I remind my girls constantly that money doesn’t grow on trees. Sowing these habits takes time, but I promise that the effort will be worth it. Turn to page 16 for practical money principles to instill in your kids at every age.
One final note – don’t forget that the Spero Financial annual members meeting is taking place on April 18th! You can find all the details on our website, and you can RSVP online. We look forward to seeing you there!
I appreciate you!
