This video answers the following questions:
- How do you create a budget?
- What’s an emergency fund? How much do you need?
- How do you save for retirement?
- If you have multiple retirement plan options, in what order do you fund them?
- What are some strategies for saving more/spending less?
- What should you know about your student loans?
- How do you decide whether to lease or buy a car?
If you would like to meet with one of our wealth advisors to discuss your unique financial planning goals, please contact us at (858) 509-9500 or . Visit our website at www.dywealth.com