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Financial Topics & Tips

What’s Your “Money Attitude”?

Do you spend too much time thinking about “the way things used to be"?  Are you running too fast from event to project and don’t find time to plan for tomorrow? Or, are you missing out on what’s happening now, because you’re immersed in future goals and objectives?

Knowing how you feel about time and money could affect how well your financial life unfolds. 

If you’re fixed on the past, you may miss opportunities to have fun today and in retirement. Hanging on with an overly conservative approach to savings and investments could prevent you from new experiences and taking a risk worth taking.  Too busy with the here and now and you may not take the time to evaluate your financial plan, possible missing the chance to save on things like better rates or terms.  By only focusing on the future, you may forget the lessons of yesteryear that could provide valuable perspective with your financial decisions.

As with most things in life, it’s about balance. Too much emphasis in one area may produce unwanted or unexpected results.

Together, we can help you plan and reach your financial goals.  Whether it is a short-term or long-term strategy, we will work with you to customize a plan for your financial future.  Click here to learn more and to arrange a complimentary, no-obligation consultation.

The Tennessee Investment Services     

Retirement | Investments | Insurance 
Bethel Ellis     
Financial Advisor
1400 8th Ave South
Nashville, TN 37203
(615) 780-7803
Fax (615) 780-7808
bethel.ellis@cunamutual.com

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.

Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
FR081326-21CB