Q&A with Chase Bank’s Gail Taylor

Financial health can be the foundation of strong and resilient households, communities, and economies, but understanding and managing finances continues to be a challenge for many. 

Because January is so often associated with healthy habits, it’s no wonder that it is also Financial Wellness Month. With the new year underway, Chase is reminding its customers to prioritize financial health by offering tips for securing a financial future they can feel good about. We sat down with Gail Taylor, local Community Manager from the Chase branch on Michigan Avenue, to discuss setting and protecting goals for a successful financial journey. 

Model D: What are some key steps consumers can take to boost their overall financial health in 2022?

Gail Taylor: Managing your money can be complicated, which is why breaking down your finances into smaller buckets can help you get ahead with your short- and long-term goals. We encourage our customers to prioritize the following:

• Set and maintain a budget to help you feel more in control and spend less than you earn. We have an online tool for our customers called Budget Planner that enables you to set your budget, track your spending, and adjust it day-to-day. 
• Grow your savings and have money set aside in an emergency fund for all of life’s unexpected surprises. This can help create peace of mind by knowing you have yourself covered….