Invest in Yourself

Finance 101

Financial planning is an ongoing process that is designed to limit your stress around money, through proper preparation. It is designed to address the needs of both your current self and your future self, so that you can meal your future goals.

50-20-30 Budgeting Rule

30% Rule

Realistically, no more than 30% of your monthly income should go towards your rent.

Any more that that then, you ma be leveraging yourself too much right now, which puts you at a greater risk during a rainy day. You want to be able to use additional income to save in an emergency fund, and to invest so that you can continue to multiple your income.

Ideally, this would be no more than 30% of your gross income. Your gross income, is how much your paycheck is before taxes and benefits get taken out.

Most people's monthly pay check if they work for a company that gives them a W-2 at the end of the year, looks something like this.

Sample Annual Salary: $22,000 (50 work weeks a year; 2 weeks unpaid vacation)

Hourly Rate: $11

Hours worked per week: 40 hours

Weeks worked this month: 4

$11/hour X 40 hours X 4 weeks = $1,760 monthly Gross Income


Gross Income vs. Net Income

The $1,760 from the sample above is your gross income. But in reality, when you get a check from your job, it's normally going to be much lesser than that. Why? It's because they have to take out taxes and other deductions.

Gross Pay - minus deductions/taxes = Net Pay

Gross Pay = $1,760

  • Minus Taxes and other deductions: $260 (just an example).

    • Taxes

      • Federal Withholding

      • State Withholding

      • Federal MED/EE - Medicare/Employer-Employee

    • Benefits

      • Health Insurance

      • Dental Insurance

      • Vision Insurance

      • Long Tern Disability

      • Short Term Disability

      • Life Insurance

      • Retirement Contribution

  • Net income = $1500


Rule: No more than 30% of your net monthly income should be spent on rent.

30% of $1500 = $450 (that's how much you should spend on rent.)

  • This is often hard to do considering how expensive rent can be in some cities. So here are some options:

    • Live with a Friend, Partner, or Roommate to reduce rent costs.

    • Move outside of expensive neighborhoods.

    • Seek governmental assistance programs.

    • Figure out if you can realistically spend more of your paycheck on higher rent, and research what that will do to your future potential growth.

    • Bring in more income by working a second job, or applying to new jobs. Don't be afraid to further your education if it helps you increase your pay.

Retirement Planning

Early Retirement Planning

Set Financial Goals

Goal Setting Worksheet