Resources

Budgeting Resources

Basic In Depth Budget

Great basic budget that gives you your standard 20% going to saving/debt, but is flexible with entertainment and other categories.


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Aggressive Savings Budget

Heavy concentration on saving and knocking out debt with 35% of your monthly income going to both of these categories.


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50/30/20 Budget

One of the most common budgets, however, is very broad and doesn’t foster a saving lifestyle.


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Expense Tracker

Very basic expense tracker to keep track of where you’re at as the month goes on. Ideally you’d want to update this daily.


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Risk Tolerance Questionnaire

We’ve created this questionnaire as a tool to help you figure out how you want to invest for your future.


TAKE THE QUIZ

2020 and 2021 Tax Rates

We’ve created a chart of the 2020 and 2021 Tax Rates as a tool.


TAX RATES

Discounted Cash Flow Example

We’ve created a live example of a Discounted Cash Flow for Johnson & Johnson


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