How to Create a Budget That Works for You

Whether you're saving for retirement or planning a vacation, creating an effective budget is a great way to save money and avoid overspending. With a budget in hand, you'll have more control over your assets and can effectively track progress for any financial planning goals you've set. Below is a comprehensive guide that will help you create a budget that works for you.

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The Importance of Estate Planning: Protecting Your Wealth and Your Family's Future

Have you accumulated any wealth in your life? If so, you have an estate that can be properly managed to give you control over what happens to your wealth when you die. The possessions and assets that make up your estate include your life insurance, investments, cars, and furniture. No matter the size of your estate, it's highly recommended that you create a robust estate plan to protect your wealth and your family.

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The Financial Pyramid Series - Building Wealth Part 5

Regardless of what stage of life you're in, building wealth is always a great goal to have. When you have access to ample savings and cash reserves, you'll be prepared in the event of an emergency and will be able to more effectively maintain your lifestyle during retirement. While everyone has different levels of wealth that they wish to build towards, there are some basic guidelines and suggestions that should help you get started. Below is an in-depth guide on how to build wealth over time.

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The Financial Pyramid Series: Nest Egg Investing Part 4

Having access to ample savings is beneficial if you need to make a large purchase or take a vacation. It's also necessary when you're saving for retirement. One method you can use to save for retirement involves nest egg investing. You can build this nest egg with a retirement plan that's sponsored by your employer or an individual plan.

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The Financial Pyramid Series: Cash Reserves Part 3

Building personal cash reserves will improve your financial security and prepare you for anything that comes up in the future. Whether you experience a medical emergency or want to make sure that you have something to pass on to your heirs, building cash reserves isn't difficult as long as you take the right approach. By utilizing the financial pyramid technique, you can more effectively reach your financial goals and increase your cash reserves.

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Saving Money by Creating a Budget

When the economy is struggling and inflation is high, the rising costs of goods can make it difficult to rein in expenses. Saving money during times of inflation might seem impossible when you need to pay for your mortgage, health insurance, food, and a car payment. These expenses add up quickly. It's possible, however, to save money during inflation by creating a budget. Here are some money saving tips to keep in mind while you make a budget.

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The Benefits and Downsides of a Roth IRA

The Roth IRA is a retirement savings plan that lets you save money for retirement while also paying tax on the income. You can contribute to a Roth IRA in any amount of your choosing, but there are limits on how much you can contribute each year and those limits change as your income changes.

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Book Review: Money Tales

Looking for a good way to teach your kids about financial topics or a Christmas gift that keeps on giving for your children or grandchildren? Take a peak at the Money Tales series from Sheila Bair.

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What if you won the Lotto?!

Everyone has big dreams of hitting the Lottery, especially now when the jackpot is so huge. What they do with those winning varies slightly from person to person but you can often hear the typical “I’d buy a house” or “A personal jet” huge purchases or the more practical “pay off all my debt”. Although, we all know the winning is taxable, less discussed is the payout options available to winners.


Lump Sum Payment

The lotto winner receives the entire value of the prize at once, taxes are due on the total amount when you file their taxes for that year. You can invest the money right away to capitalize on potential returns and you have access to liquid funds. This option is best suited for prudent individuals who can manage their money wisely.

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Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday

Benefits Management for Businesses

Attentive Investments provides benefit plan and investing management for businesses of almost any size.

Financial Planning and Investments for Individuals

Attentive Investments provides a broad spectrum of financial services for individual investors.

Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday


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