Creating Wealth

Forming an Annual Budget


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Bill and Anastasia return to one of their favorite topics to discuss what goes into forming an annual household budget. How do you create a yearly budget? How do you budget for specific goals like going on a long vacation or a house renovation project? As a future-oriented thinker, Bill explains how he starts by visualizing goals before he sits down to crunch the numbers. Anastasia mentions her husband's latest attic project, which had some unanticipated consequences.

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Creating WealthBy Bill Taber and Anastasia Taber, CFP®

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