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Personal Financial Planning Tips Manchester CT

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.

Panfilo Guglielmi
Advanced Capital Advisors, LLC

860-633-5559
628 Hebron Ave., Bld. 2
Glastonbury, CT
Rick Shapiro
Investment & Financial Counselors, LLC

(860) 232-4121
998 Farmington Avenue, Suite 202
West Hartford, CT
Lawrence Annello
DHAS Financial Planning, LLC

(860) 255-0103
6 Executive Drive, Suite 111
Farmington, CT
Alan Rothstein
Asset Strategies, Inc.

(860) 673-5500
80 W Avon Road
Avon, CT
Ms. Sandra Baranowski, CFP®
(860)649-7732
167 Boulder Rd
Manchester, CT
Mark Briggs
Briggs Wealth Management, LLC

(860) 633-8988
59 Sycamore Street
Glastonbury, CT
Martha Kapouch
More For Less Financial Solutions, L.L.C.

(860) 521-7779
88 Van Buren Avenue
West Hartford, CT
Kathryn Norris
Asset Strategies, Inc.

(860) 673-5500
80 W Avon Road
Avon, CT
Clifford Straub
Lifestyle Financial Strategies, LLC

(860) 344-8356
100 Riverview Center, Suite 316
Middletown, CT
Mr. Craig Lappen, CFP®
(860)646-2100
945 Main St
Manchester, CT
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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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