Mastering Your Financial Foundations with Cassandra Kirby: Fiduciary Voices #FinLit Series

​Marie Swift is joined by Cassandra Kirby, CFP®, EA, Partner, COO, CCO, and Private Wealth Advisor at Braun-Bostich and Associates, to share some valuable insights to help individuals navigate their financial journey with confidence.

Cassandra delves into the concept of the Three S's: Safety, Savings, and Spending.

These pillars serve as a roadmap for individuals to fortify their financial foundations and optimize their financial strategies throughout 2024. Cassandra discusses the significance of bolstering emergency funds, optimizing retirement contributions, and exploring tax-efficient saving avenues. She encourages individuals to leverage employer matching programs and embrace proactive planning to secure their financial future.

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