The 20/20/60 Rule
Updated November 4, 2024
Originally posted May 17, 2021
The 10/20/70 rule is a well-established savings rule. Income should be allocated among three categories:
- 10% for savings
- 20% for consumer debt
- 70% for living expenses
This can be too moderate once you earn a substantial income.
Goal Setting
Updated November 13, 2024
Originally posted May 6, 2021
A financial plan shows you how to get what you want and when, but how do you get to know what you want? Setting financial goals...
Insurance: A Shield for your Future
Updated November 25, 2024
Oroginally posted April 19, 2021
Insurance is a vital tool that can provide peace of mind and financial security for you and your loved ones. As you build wealth, it becomes increasingly important to protect your assets and income. Let's explore some key insurance policies to consider....
How We Help
Individuals/Households with high growth potential are in a special category called HENRY: High Earners, Not Rich Yet. A...