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Smart Saving Habits for a Secure Future


As we wrap us National Savings Month, let's discuss practical and sustainable saving habits that can pave the way for a secure financial future.

  • Create a Budget.  Establish a comprehensive budget that outlines your income, expenses, and savings goals.  We assist our advisory clients with this when creating their financial plan.  Don't have a financial plan?  Give us a call or take a look at this CHECKLIST we've created that reviews the issues to consider when reviewing your cash flows. 
  • Pay Yourself First.  Treat your savings as a non-negotiable expense by allocating a portion of your income to savings/investments before covering other expenses.
  • Cut Unnecessary Expenses.  Identify and eliminate non-essential expenses to free up more funds for saving and investing.
  • Stay Informed. Define short-term and long-term savings goals to give your saving habits purpose and direction.  For our advisory clients we review these when creating and reviewing financial and retirement plans.

By adopting these smart saving habits, you can build a solid financial foundation and work towards achieving your dream and aspirations.

Don't have a financial and/or retirement plan? Schedule a consultation with us to discuss by giving us a call at 916-480-2747, or CLICK HERE to schedule a time with us on our calendar.



Michelle & Ken

This information has been drawn from sources believed to be reliable. Every effort has been made to assure the accuracy of the information, however, the accuracy of this information is not guaranteed. All investing is subject to risk, including possible loss of money you invest. Diversification does not ensure a profit or protect against a loss. The information provided in this commentary is for informational purposes only and is not a solicitation to buy and/or sell. Investors must consider the investment objectives, risks, charges and expenses of any investment carefully before investing. Avisen Wealth Management (Member FINRA/SIPC) does not provide tax or legal advice. Please consult your accountant &/or legal counsel for guidance.