Know Where Your Money Goes

Creating a budget is fundamental to have and maintain a stable financial foundation. Knowing where your money goes helps you see your sources of income less expenses. This awareness is critical to understanding the next steps you can feasibly take to build and grow wealth. Below are high level budgets that illustrate a person's working timeline relative to his expenses:

Disclosures: This bulletin expresses the views of the author as the date indicated and such views are subject to change without notice. It is important to understand investing in general involves risk of loss that you should be prepared to bear. Please refer to our Firm’s Form ADV Part 2 Disclosure Brochure for more information regarding the risks of the investments held in your account. Our calculated perceived value is an opinion based on the information we have at the time of our forecast. The risk assumed is that the market will fail to reach expectations of perceived value. Our opinions, forecasts or predictions of future events, returns or results are subject to change and are not guarantees of future events, returns or results. This communication is intended to be distributed to current clients and certain interested parties only. This communication should not be construed as an advertisement offering our firm's investment advisory services. 

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