Teaching Clients How to Harness the Power of the 50/30/20 Rule
The 50/30/20 rule recommends that individuals allocate 50% of their income to needs, 30% to wants, and 20% to savings and debt repayment.
Empowering Clients: Advanced Saving Habits and Strategies
This article explores extended strategies and tools that finance pros can use to assist their clients in establishing robust saving habits.
Simplifying Personal Finance: A Guide for Financial Professionals
This guide aims to help financial professionals break down complex financial concepts into more digestible pieces for their clients.