The 20/20/60 Rule
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. BBA Wealth...
Goal Setting
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 to Protect
April 19, 2021
Insurance is an important tool that can offer peace of mind over the financial security of you and your loved ones. If you are just...
How We Help
Individuals/Households with high growth potential are in a special category called HENRY: High Earners, Not Rich Yet. A...