Personal Financial Planning Tips Manlius 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.

Anthony Farella
Rockbridge Investment Management, LLC

(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Mr. Charles Darrow, CFP®
315-682-8118
108 Marangale Rd
Manlius, NY
Mr. Harvey Koenig, CFP®
(315)637-4780
134 Stanwood Ln
Manlius, NY
Mr. Neil Hoyt, CFP®
315-682-1073
503 E Seneca St
Manlius, NY
Mr. Richard Jenkins, CFP®
(315)637-7515
103 Old Powder Mill Rd
Fayetteville, NY
Mr. Matthew Dauksza, CFP®
(315)446-1515 (7408)
7814 Rolling Ridge Dr
Manlius, NY
Mr. Theodore Sarenski, CFP®
(315)471-2672
8397 Prestwick Drive
Manlius, NY
Mr. Raymond Grimaldi, CFP®
315-637-3283
8117 Salt Springs Rd
Manlius, NY
Mr. Mark Nardella, CFP®
(315)530-7458
2871 Estey Rd
Manlius, NY
Mr. David Furman, CFP®
315-637-9364
303 Mott Rd
Fayetteville, 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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