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In the News
The Permission to Spend Formula: How to Find Your Monthly Savings Sweet Spot
When determining how much to save and where to save it, it depends on an individual's savings goals, how much they can reasonably afford to save, the time horizon for when they'll need to spend that money and future lifestyle goals. If unsure and in need of tailored advice, turning to a CFP® professional can be helpful for talking through strategy.
Wealth UpdateRiley Adams, CPA
June 16, 2026