Cash Management and Budgeting

Client Centered

An initial step of any financial planning exercise is understanding your expenses and whether your emergency savings is sufficient so you can identify what’s available for investing and begin to develop a strategy.  This process can result in recommendations for debt management such as refinancing, and in the creation of a budget to improve your investing dollars.  This then allows your FCCB Wealth Advisor to recommend the right wealth accumulation strategies for your specific situation and future goals.

<p>Budget Check Up: Tax Time Is the Right Time</p>

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
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<p>The Average American Budget</p>

The Average American Budget

Learn about the average American budget in this fun and interactive piece.
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