Share

Personal Finance Series: Budgeting Basics

By on July 24, 2020
Categories: PERSONAL FINANCE SERIES

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 [email protected] Visit our website at www.dywealth.com

RELATED ARTICLES

Young woman on the sofa at home shopping products online and paying using a credit card

Personal Finance Series: Investment Basics

Watch Now
Young woman on the sofa at home shopping products online and paying using a credit card

Personal Finance Series: Tax Basics

Watch Now
Young woman on the sofa at home shopping products online and paying using a credit card

Personal Finance Series: Insurance Basics

Watch Now

OUR TEAM

Discover the people who make Dowling & Yahnke one of San Diego’s top wealth management firm.

MEET THE TEAM

CONTACT US

Our team is available now to discuss all of your financial goals.

SEE INFO