Savings Plan Stockton CA

If you’re like most people, you pay your bills every month in Stockton and if there’s anything left over, you put it into savings. The problem with paying yourself last is that there’s usually not a lot left over. So try this instead: Commit to saving a certain amount each month, and make that the first check you write. Better yet, arrange to have an amount automatically transferred from your checking account to a mutual fund each month.

Christopher Weed
Christopher H. Weed, CPA, Inc.
(209) 957-5025
1313 W. Robinhood Drive, Suite A2
Stockton, CA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Middle Income Client Needs, Charitable Giving - Trusts & Foundations, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Mr. Lindsey T. Randolph, CFP®
(209) 474-3465
1776 W March Ln Ste 310
Stockton, CA
Firm
Valley Financial Services
Areas of Specialization
Asset Allocation, Insurance Planning, Investment Management, Investment Planning, Life Transitions, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Gary L. Twing, CFP®
(209) 476-8383
1776 W March Ln Ste 310
Stockton, CA
Firm
Cetera Advisors Network
Areas of Specialization
Charitable Giving, Estate Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Lee R. Robinson, CFP®
(209) 472-3727
5250 Claremont Ave
Stockton, CA
Firm
Lee R. Robinson & Associates

Data Provided by:
Mr. Stephen C. Levy, CFP®
(209) 483-5959
PO Box 690903
Stockton, CA
Firm
Royal Alliance Associates

Data Provided by:
Mr. Donald H. Boardman, CFP®
(209) 476-8383
1776 W March Ln Ste 310
Stockton, CA
Firm
Financial Network Investment C

Data Provided by:
Mr. Christopher Henry Weed, CFP®
(209) 957-5025
1313 W Robinhood Drive
Stockton, CA
Firm
Christopher H Weed CPA Inc
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Small Business Planning, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. James L. Wise, CFP®
(209) 951-4112
941 Willora Rd Ste C
Stockton, CA
Areas of Specialization
Risk Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Not Applicable

Data Provided by:
Mr. Douglas J. Hanes, CFP®
(209) 951-4301
4617 quail lakes
Stockton, CA
Firm
Hanes financial services

Data Provided by:
Mr. Gary Reed Daniel, CFP®
(209) 473-1040
10100 Trinity Pkwy Ste 310
Stockton, CA
Firm
Bowman & Company, LLP

Data Provided by:
Data Provided by:

Savings Plan

If you’re like most people, you pay your bills every month and if there’s anything left over, you put it into savings. The problem with paying yourself last is that there’s usually not a lot left over. So try this instead: Commit to saving a certain amount each month, and make that the first check you write. Better yet, arrange to have an amount automatically transferred from your checking account to a mutual fund each month. If you have a dire emergency you can always take the money out of the mutual fund. But if you make saving really easy and spending somewhat difficult, you’ll be more likely to stick to your savings plan every month.

Then, when the money starts building up, you’ll be so proud of your nest egg that you’ll actually prefer saving to spending. You’ll get more pleasure out of seeing your savings balance grow than you would from having the latest gadget that does little more than separate you from your money. Eventually, you’ll turn the corner from being a spender to a saver—no easy feat in our consumer-oriented culture.

Start by estimating how much you can reasonably save each month. Even if it’s only $25 or $50, you’ll be making progress. The whole idea is to start the transition from a spending mentality to a saving mentality.

Although we are experiencing some very volatile investing times, you will be making investments at a lower cost than a year ago, and will hopefully have some good gains as the market returns.

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