Benefits OnLine Education Center

Building Financial Momentum: Budgeting and spending

Focusing on the basics when putting together your financial plan can help you build a solid foundation. When you plan, prioritize and budget, you could improve your chances of achieving your financial goals.

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Prioritize your spending habits.
Use the 50-30-20 budget worksheet to to help you get started.

Past peformance does not guarantee future results.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

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