The Financial Advantage – Establish A Spending Plan

Helpful Tips from Advanced Wealth Strategies

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WE FOCUS ON YOUR WEALTH, SO YOU CAN FOCUS ON YOUR LIFE

The Financial Advantage, a weekly column by Douglas Marion of Advanced Wealth Strategies. provides practical financial guidance & tips on topics such as retirement planning, wealth management, and investment strategies. The focus is on simplifying complex financial concepts and offering clear, actionable advice that empowers individuals and small businesses to make better financial decisions and secure their financial futures​

Financial Tips & Quotes of the week

Establish A Spending Plan

In the year leading up to retirement, consider tracking your expenses so you can better understand how much income you’ll need to withdraw in retirement. For many retirees, the transition from earning income to withdrawing income can be an adjustment, so creating a spending plan can be helpful for managing expenses.

Quotes of the Week

Starting out to make money is the greatest mistake in life. Do what you feel you have a flair for doing, and if you are good enough at it, the money willcome.

-Greer Garson

Beware of little expenses. A small leak will sink a
great ship.
-Benjamin Franklin

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