It’s always important to know where you stand financially at any given time. It can be very hard
to do if you don’t have a budget in place though. Here are some simple tips to create and
maintain a budget throughout the year.
1. Create a spreadsheet and use two columns, one for income and one for expenses. List all of
your income and all your expenses. Of course, you don’t want to see your expenses exceeding
your income.
2. Set a budget for every different expense that is not fixed. Either weekly or monthly go through your spending to keep within the budget you have set. Budgeting should include saving money as well.
Getting started is always the hardest part but if you follow these steps, you will have a year
of great financial well-being.
Finally, there are many budgeting apps on both Apple and Android platforms that can help both with setting out a budget and keeping track of it in real time.
Rees Bridges brings a unique value to the IFW as both a highly accomplished creative professional and a successful financial services executive to serve in his role as Senior VP, Marketing & Communications.
Over the last decade Rees has served as the lead marketing & communications professional for a Fortune 500 Financial Services firm. He oversaw all advisor marketing strategies, client communications, and the entire firms branding and marketing initiatives.
Rees continues to pursue his passions as a creative professional & musician for over 30 years, with an impressive profile and reputation as a designer, performer, teacher, and studio musician. Here is a little secret: He serves in the role as an international clinician for Mapex drums, Paiste Cymbals and held the record for world’s fastest drummer between 2006 and 2007.
Rees grew up in London, England and currently resides in Miami, Florida. When not at work, he enjoys spending time with family and friends, traveling, and indulging in his passions for music and creative pursuits.
