Many of us can recall a memory…
… from our younger years the first thing we had to save up for. Perhaps it was a bike, a car, maybe your first home. Whatever it was, you set your goal, and you began working towards accomplishing it.
While life seems to get more complex as we get older, the importance of having a budget shouldn’t be understated. With credit cards, and online shopping it is easier than ever before to spend money.
Creating a budget does require a little time and effort, what you gain from it is immense. Knowing exactly where your money goes every month is empowering. In addition it allows you the opportunity to redirect funds, perhaps you didn’t realize you still had a recurring bill or were spending more in certain areas than you realize.
While small expenses may seem trivial, they can add up fast.
If you need help with creating a budget, or perhaps don’t know where to start please contact our office.
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Charles Sosa and Zachary Rayman are registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.?
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Lifestyle Financial
Office: (800) 834-2250
Fax: 949-241-8569
200 Sandpointe Avenue
Suite 160
Santa Ana, CA 92707
Series 7 and 66 held through LPL Financial.
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