Video Clarity. Control. Confidence

Budgeting can help give you a solid foundation for your financial life

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Making a budget doesn’t have to be complicated. Following the four simple steps of budgeting can help you save money and avoid overspending.

Key Takeaways:

  • A budget is a plan that can help you save money, avoid overspending and pursue your financial goals.
  • It can bring clarity and help you feel more in control and confident about managing your finances.
  • To come up with a budget, organize your expenses and decide on limits. Consider using the 50/20/30 rule.
  • Being realistic about your budgeting goals, setting up automatic bill pay and using apps and tools can help you stay on track.
  • Your UBS Financial Advisor can help you evaluate your spending and prioritize your goals.

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This is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. It has not been prepared with regard to the specific objectives, financial situation or particular needs of any specific person. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein. Any opinions expressed are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or groups of UBS.

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