facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
%POST_TITLE% Thumbnail

Three Big Rules of Finance

Rules are helpful - they are guidelines that help you determine the best course of action.

It feels like there are a lot of money rules.  Or, more importantly, when it comes to money there seems to be a lot of ways to mess up.

I have seen three major rules to help as guides with your finances.  They can be summarized as follows:

"Spend less than you earn and get your money in the right place doing the right job"

Each one of us has goals but you working towards them can feel impossible if you are spending more than you earn.  Then you need to get your money in the right place.  This refers to the type of account such as a savings/checking account, IRA, 401(k), etc.  Lastly, you need to have your money doing the right jobs.  This refers to the investment types such as cash, stocks, or bonds.

There are a lot of ways to do this but if you keep these simple rules in mind things may start to get easier.  Pay attention, more details about each of these are coming.  

This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Ascend Investment Partners is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.    Ascend Investment Partners did not assist in the preparation of this report, and its accuracy and completeness are not guaranteed. The opinions expressed in this report are those of the author(s) and are not necessarily those of Ascend Investment Partners or its affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy   Services offered through Kesler, Norman & Wride, LLC dba Ascend Investment Partners, a Registered Investment Advisor. This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message.  If you do not wish to receive marketing emails from this sender, please send an email to garrett@ascendinvestment.com    Please note that trading instructions through email, fax or voicemail will not be taken. 

To Get Started Click Here

Sign Up for Email to stay in touch