Investment Strategies

Start Early

The absolute maxim of investing and accumulating wealth is this - the earlier your start and the more consistent you are, the wealthier you will become.
Personal Finance Basics

Understanding how personal traits can influence your finances is an essential ingredient for building wealth.

Traits that make you wealthy:

  • Patience
  • Organization
  • Discipline, Creativity
  • Risk Taking
  • Goal Oriented
  • Hard Working

Personal Finance 10 Commandments

Follow these rules and you will be on your way to financial security:

  • Create a savings plan
  • Don't spend more than you make
  • Don't try to keep up with others lifestyles
  • Limit the amount of debt on credit cards
  • Pay monthly bills on time
  • Avoid get-rich-quick schemes
  • Protect yourself against risk
  • Teach your children to handle money wisely
  • Plan for retirement
  • Protect yourself and your family legally

Put a Certified Financial Planner to work for you today.

For more Financial Planning services visit Wealth Management and Retirement Planning

For a financial planner referral call 1-866-729-5454 or

Disclosure: CBA is a social enterprise that receives affiliate or broker commissions from companies that provide financial wellness products and services and other benefit programs to our members. A minimum of 10% of all CBA profits are directed to youth education initiatives.

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Chicago, Illinois, 60607