Personal Financial Planning Tips Camillus NY

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

Mr. James Shope III, CFP®
(315)701-5857
5014 W Genesee St
Camillus, NY
Mr. Richard Reagan, CFP®
315-673-2094
PO Box 191
Marcellus, NY
Joel Redmond, CFP®
(315)474-9231
500 Plum Street
Syracuse, NY
Mr. Kim Michalak, CFP®
(315)474-9243
500 Plum St
Syracuse, NY
Mr. Shane McCrohan, CFP®
(315)471-8111 (249)
507 Plum St
Syracuse, NY
Anthony Farella
Rockbridge Investment Management, LLC

(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Mr. David Haahr, CFP®
(315)673-2094 (349)
8 E. Main Street
Marcellus, NY
Mr. Jeffrey Jock, CFP®
315-426-5678 (5617)
523 Erie Blvd. W.
Syracuse, NY
Mr. Suleiman Dayeh, CFP®
(315)468-8631
4564 Ashfield Terrace
Syracuse, NY
Mr. Thomas Baker, CFP®
315-849-9494 (103)
4852 Coventry Road
Syracuse, NY
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Personal Financial Planning Tips

As you pursue your business objectives, it’s important to set and maintain personal financial goals—to make your money work for you as hard as you work for it! The reason most people don’t save enough or invest enough is that they have no idea what’s coming in—and how it’s fl owing out. Cash slips through their fingers. Multiple credit card statements make it tough to track spending. And somehow the money is gone!

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

Here are some of my favorite technology tools that offer help with tasks ranging from daily money management to financial planning and investing.

Daily Basics

Pay bills online. Go to your bank’s Web site to sign up, if you aren't paying bills online already. It's easy, usually free and much safer than paper checks. You can make all sorts of payments—whether a credit card bill or your mortgage or the money you owe a friend. Most payments are made by electronic transfer, but the bank’s computer will print and mail a paper check if the recipient is not a business.

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