10/16/2026
October is World Financial Planning Month! 💸 If you’ve been meaning to take a closer look at your finances, the 50/30/20 rule can be a simple place to start. It gives your after-tax income a job, with 50% for needs, 30% for wants, and 20% for savings and paying down debt.
And remember, it’s a starting point, not a strict rule. Adjust the percentages to fit your life and goals.
Ready to make a plan that works for you? Reach out to our team. We’re happy to help!