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Personal Savings

Saving money requires discipline—and motivation.  Need a place to start?  Consider setting a budget.  Budgets focus on what you spend; but taking a closer look at your spending can be a great way to jumpstart your savings.  Try finding ways to “cut the fat” in your budget, and divert the money that you would have spent into an interest-bearing savings or money market account.

Create your budget by following three simple steps:

  1. Identify how much you are currently spending. Try writing down your expenditures for 30 days to discover your actual spending habits.
  2. Define your long-term financial objectives and set goals.  This will help you to keep the big picture in mind, and motivate you to set money aside for your goals.
  3. Track your progress. Compare your budgeted spending to actual spending. Adjust your budget to reflect real-life needs, and long-term goals.

When planning your budget:

  1. Don’t factor your budget on a guess. – Avoid factoring year-end bonuses, tax refunds, or investment gains.
  2. Plan for the unexpected. – Factor a percentage of your income to be budgeted for an emergency need.
  3. Set your limits—Aim to put at least 10% of your income into a savings account