Personal Financial Planning Tips Redding CA

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

Mr. Jeffrey A. Coon, CFP®
(530) 246-4079
1515 Pine St
Redding, CA
Firm
Wells Fargo

Data Provided by:
Mr. Perry J. Wright, CFP®
(530) 244-7199
1255 East Street
Redding, CA
Firm
Stifel Nicolaus & Company, Inc.
Areas of Specialization
General Financial Planning

Data Provided by:
Mr. Andrew J. Duff, CFP®
(530) 246-4333
1348 Market St
Redding, CA
Firm
AXA Advisors

Data Provided by:
Ann Marie Bugenig, CFP®
(707) 443-2741
1255 East St Ste 100
Redding, CA
Firm
Stifel Nicolaus
Areas of Specialization
Asset Allocation, Budget Development, Estate Planning, Life Transitions, Securities, Women's Finances
Key Considerations
Average Net Worth: Not Applicable



Data Provided by:
Mr. Aaron R. Hatch, CFP®
(530) 515-7131
1600 Victor Ave
Redding, CA
Firm
Forcella Wealth Management
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management

Data Provided by:
Mr. Tom Wood, CFP®
(530) 244-7526
1828 South St
Redding, CA
Firm
The Advice Center
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Ms. Catherine Lathrop-Cummings, CFP®
(530) 243-7561
2705 Park Makina Dr
Redding, CA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning

Data Provided by:
Mr. David Martin Bullock, CFP®
(530) 243-1386
1314 Trinity St
Redding, CA
Firm
LPL Financial Services

Data Provided by:
Mr. Thomas G. Clifton, CFP®
(530) 222-2898
1681 E Cypress Ave
Redding, CA
Firm
Hathaway, Ksenzulak & Lapp, LLC

Data Provided by:
Mr. Geoff V Forcella, CFP®
(530) 222-6301
1600 Victor Avenue
Redding, CA
Firm
Forcella Wealth Managment
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided by:
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Personal Financial Planning Tips

As you pursue your business objectives, it’s important to set and maintain personal financial goals—to make your money work for you as hard as you work for it! The reason most people don’t save enough or invest enough is that they have no idea what’s coming in—and how it’s fl owing out. Cash slips through their fingers. Multiple credit card statements make it tough to track spending. And somehow the money is gone!

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

Here are some of my favorite technology tools that offer help with tasks ranging from daily money management to financial planning and investing.

Daily Basics

Pay bills online. Go to your bank’s Web site to sign up, if you aren't paying bills online already. It's easy, usually free and much safer than paper checks. You can make all sorts of payments—whether a credit card bill or your mortgage or the money you owe a friend. Most payments are made by electronic transfer, but the bank’s computer will print and mail a paper check if the recipient is not a business.

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