Financial Advantage w/ Douglas Marion – Fall Preparation: Back-to-School Tips
- The Financial Advantage
Douglas Marion’s The Financial Advantage serves as an educational resource within Advanced Wealth Strategies™, offering practical financial tips and strategies to help individuals and families achieve a tax-advantaged retirement. With a focus on simplifying complex financial concepts, Douglas provides insights on budgeting, investing, and wealth preservation, making them accessible and actionable for readers. His guidance empowers individuals to navigate economic challenges, plan effectively for retirement, and build a secure financial future. By leveraging proven strategies and emphasizing tax efficiency, The Financial Advantage equips readers with the tools to make informed decisions and reach their long-term financial goals.
Thought Tip #1
HOT SUMMER? COOL DOWN YOUR FINANCES. TIME TO PLAN YOUR
FALL BUDGET.
Tip # 2
Keep Your Credit Use Below 30% of
Your Total Available Credit Otherwise known as your credit utilization rate, you calculate it by dividing the total amount on all of your credit cards by your total available credit. And if you’re using more than 30% of your available credit, it can ding your
credit score.
Tip # 3
Back-to-School = Budget Check
Before you hit the stores for supplies and clothes, set a spending limit!
Back-to-school shopping can derail your budget if you don’t plan ahead
Shop smart
Make a list
Set a cap
Investment Advisory Services offered through EverStar Asset Management, LLC., a SEC Registered Investment Adviser. EverStar Asset Management, LLC and Advanced Wealth Strategies, Inc. are independent entities. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level or skill or ability.
