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5610 Ward Road, Suite 300 Arvada, CO 80002
9200 E. Mineral Avenue Centennial, CO 80112
Phone: 303-252-0852
Website: www.walshfinancialsolutions.com
The holidays are behind you, but chances are paying the bill is not. Starting the New Year with a thoughtful spending plan that makes sense, can help you make progress throughout the year. Include your entire family in the process, to help ensure they are on board with this goal.
At the end of the day place all receipts in a designated space. Don’t forget to hang on to receipts for cash purchases. Remember that creating a budget isn’t very helpful if you don’t track how much you spend. So regularly log your receipts to update your spending against your budget. Monitor your savings goals, too. You can update your records weekly or monthly and you’ll be grateful for these routine updates at the end of the year when it’s time to prepare next year’s budget.
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Advisory Services offered through Walsh Financial Solutions or Vanderbilt Advisory Services. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Walsh Financial Solutions and Vanderbilt Securities, LLC are separate and unaffiliated entities. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
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