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2014 Monthly Financial Planning Tips October

October Financial Planning Tip: Create a holiday shopping budget

Click here for my Holiday Shopping Budget Worksheet. Setting a budget will help you avoid using credit cards for your gifts, which often carry high interest rates. I recommend starting your shopping early so you can spread out your holiday purchases across several paychecks in October, November and December.

See the entire list of Financial Planning Tips for 2014

We are here to help
Of course, budgeting, financial planning, and retirement planning should be much more than a “New Year’s Resolution”, it should be a way of life. If you are serious about securing the financial future of you and your family, we are here to help. To schedule an appointment, please call us at 866-904-4700 today!


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