Budgeting is like starting a job at a new facility. Before you start programming, you need to take inventory of what you have, what you need, and what’s required to be successful. Financial advisor Shep Allen will take you through important steps to build a personal budget and tackle debt. Be sure to download and complete the worksheet provided.

Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Bartlett Wealth Management and Cambridge are not affiliated. Some information in this video, including retirement contribution limits, may be outdated depending on when you view this video. Please contact your financial professional for the latest information.