RetirementSavvy

Posts Tagged: budget

The following is a guest post from Dennis Notchick, a Registered Investment Advisor Representative and Certified Financial Planner with Safeguard Investment Advisory Group in San Diego, CA. Millennials came of age at a time when the job market was weak and their student-loan debt was high. Such a dreary combination did not bode well for a rosy financial future…. Read Article →

The following is a guest post from Randy Becker, a retirement planning professional and owner of the Becker Retirement Group in Bellevue, Washington. He has 30 years of experience in the insurance industry and holds a degree in personal financial planning from Metropolitan State College of Denver. Can you imagine going on an extended vacation without making… Read Article →

Creating a spending plan (budget), while very detail oriented, includes only a few basic steps; identify income, list expenses, compare income and expenses, set priorities and finally, make changes. “Attention is the rarest and purest form of generosity.” Simone Weil While developing your spending plan, the gifts and charity category should not be overlooked. We don’t… Read Article →

The following is a guest post from Paul Trevino and Synaptic.co.uk. Keeping finances organized seems like the most challenging job to do as business owner. Paying people to keep track of your budget and spending is tough, not to mention expensive. It has become increasingly more difficult for business owners to find reliable accounts and financial consultants…. Read Article →

Brian Tramuel helms this series. He lives with his wife Michelle, their children Geneva and Brian, and their Cocker Spaniel Maestro in Charlotte, NC. They, along with his two older children from a previous marriage, Davina and Aaron, provide a constant source of inspiration. Aaron lives, works and plays in Charlotte and Davina lives, works and… Read Article →

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