One of the most common financial questions people ask is, “How much should I keep in emergency savings?” In this week’s episode of Educational Insights, Bobby Norman breaks down the simple 3-6-9 savings rule, explains how to determine the right emergency fund for your unique situation, and shares where to keep those funds so they’re both safe and accessible. Understanding these guidelines can help you build a financial cushion that’s aligned with your income, expenses, and overall level of financial security.
Watch to learn more.
Bobby Norman, CFP®, AIF®, CEPA®
Managing Director
Wealth Consultant
Email Bobby Norman here
Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.
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