budget planner

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Budget Planner

This time of year, it is more than likely you are assessing your physical health. Don’t forget about your financial health!

Sitting down with a professional and following this simple budget plan could be the most important thing you do all year.

Follow these 5 Steps when creating a monthly budget:

  • Gather all of your monthly expenses, pay stubs, bank statements and savings or 401(k) statements.
  • Set-up an appointment with a professional to analyze and balance your budget.
  • Document and create your monthly financial plan.
  • Set realistic and attainable goals.
  • Analyze your performance and adjust accordingly.

Download Your FREE Worksheet!
Better Business Bureau

Rubino & Liang, LLC.
189 Wells Avenue, 3rd Floor
Newton, MA 02359

Phone: (617) 630-8787
Fax: (617) 630-8325

© 2022 Rubino & Liang. All Rights Reserved.

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This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, tax or investment advice. By contacting our company, you may be offered information regarding insurance and fixed annuity products.

Ryan Marston and John Conley are Investment Adviser Representatives of Retirement Wealth Advisors, Inc. (RWA), an SEC Registered Investment Advisor. Rubino & Liang Wealth Partners, LLC and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Rubino & Liang Wealth Partners, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. Insurance and annuities offered through licensed professionals of R & L Insurance Agency, LLC. MA Insurance License #1783398.

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