Personal Financial Planning Tips : How to Design a Savings Plan
When designing a savings plan, it is wise to calculate a working budget for figuring out extra money to dedicate to the plan. Formulate a savings plan for short-term goals or retirement with tips from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:42
Recommended Reading
- Financial Retirement Planning, A First Look
- Who is the best company to go with for financial planning?
- Financial planning 101
- Plan Your Future – Financial and Retirement Planning | Dallas, Austin, San Antonio, Houston
- CFP Board’s Financial Planning Clinic – Boston, 2007
- Succession Planning Blueprint (ebook)
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