Financial Management
The survey of Americans between the ages of 18 and 75 conducted by Qualtrics found that nearly half of all respondents — 49% — said they saved less than 5% of their income, and a quarter said they are saving nothing at all. According to Federal Reserve data, the national saving rate is around 6%. Financial experts recommend saving at least 10% to 15% of their income across cash and retirement savings goals.
CBA now offers a Personal Capital Financial Organizer App with access to a dedicated support team. Through our relationship with Certified Financial Planners™, dedicated advisors provide financial planning to help with debt management and saving for retirement.
Financial Organizer
Organize all your accounts, every bill, every piece of your financial life into one easy-to-understand app.
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Financial Planning
Work with a dedicated financial planning team to help guide you through life’s toughest challenges.
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