systematic savings « Atlanta Planning Guys

Posts Tagged ‘systematic savings’

Monthly Accrual

Monday, January 24th, 2011 by Charles Mayfield, CFP®

Your accountant does it. Your mortgage company does it. Why shouldn’t you take advantage of setting up a monthly accrual system to save for your annual expenses? Even just a little ... more »

Tags: Accrual, budget tips, goal-setting, large purchases, luxury car, monthly accrual, planning ahead, salary deferral, save up for big expenses, Savings, systematic savings, Vacations
Posted in Financial Planning | No Comments »

A Smart Start to the New Year

Monday, January 3rd, 2011 by Charles Mayfield, CFP®

A very Happy New Year to all of our clients, partners, friends and readers! Hopefully the holiday season went off without a hitch. After the champagne glasses and party hats have ... more »

Tags: 401k, 401k mistakes, budgeting, IRA contributions, New Year's Resolutions, Organization, reallocation, Retirement plans, Roth IRA, systematic savings, tax filing
Posted in Financial Planning, Investments | No Comments »

Financial Planning offered through Chappell Financial Group, a Registered Investment Advisor

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

CFP® & CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The opinions voiced in this material are for informational purposes only and are not intended to be specific advice for any individual. Stock investing involves risk including loss of principal. To determine which investment(s) may be appropriate for you, please consult a financial advisor on your specific situation prior to investing. All performance referenced is historical and is not a guarantee of future results.

These articles are historical and based on information that was current at the time of initial print. They contain information that has changed. Staff and business names may have changed. We now offer financial planning through Chappell Financial Group, A Registered Investment Advisor and separate entity from LPL Financial.

Nothing stated herein is intended to be tax or legal advice and is for informational purposes only. Please consult a tax and/or legal professional on your specific situation.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Investment products and services available only to residents of: Georgia (GA), Alabama (AL), Florida (FL), Indiana (IN), Missouri (MO), New Jersey (NJ), New York (NY), Ohio (OH), Texas (TX), and Tennessee (TN).

We are licensed to sell insurance products in the following states: Georgia (GA), Colorado (CO), Florida (FL), Minnesota (MN), Ohio (OH), South Carolina (SC), and Tennessee (TN).

If you are not a resident of any of the above listed states, please exit this website.

Blog design by AirTight Design
Entries (RSS) and Comments (RSS).

-->