Budgeting Tools

Manage your spending better with these interative tools.

Suggestions for budgeting.

Creating a budget is one of the first steps toward financial well-being. Here are some tips to help you create and maintain a budget:
  1. Record your current expenses and sources of income. 
  2. Review your spending and make any necessary adjustments. 
  3. Stay on track—sticking to a budget isn't a one-time event, but an ongoing process.
Also consider these other budgeting tips:
  • Live within your means. 
  • Question major expenses. 
  • Be realistic about what you can afford—and what you can't. 
  • Stay balanced. Saving is supposed to help you reach your goals, so reward yourself when you have.

Got a handle on your budget?


The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

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