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Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

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Budgeting: The Most Impactful Way to Improve Your Finances

Does hearing the word ‘budget’ make you cringe? Do you struggle wondering where to begin? You’re not alone. Join Rob as he breaks down budgeting into small, actionable steps that minimize overwhelm and help you get started doing this important exercise. He also shares some helpful app reviews for both newbies and advanced tech users. 

Topics Discussed:

  • Our jarring national household statistics
  • Where to begin – some simple steps
  • How to use the 50/30/20 balance
  • A challenge for you!

 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.

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378 Main Street Suite 105
East Greenwich, RI 02818
401-398-2000
rauclair@balancedwealth.com

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