After receiving his BBA in Finance from the University of Oklahoma, Dan Levin joined E.F. Hutton in 1980. He has remained both a consistent and stable resource for his clients throughout his 35 years in the business.
Dan Levin is committed to putting the client first. He knows his clients want more, expect more, and deserve more expertise and service than is the norm. To that end, Dan understands that his clients’ interests are paramount. By specializing in insurance and annuity products, he helps them solve financial problems and demonstrates how they should work toward achieving their financial goals.
Investment Strategy Consulting Makes Sense
A basic personal finance tip is to make a budget. A personal finance budget is information made up of your income and expenses and the more accurate this information is, the more likely you are be able to meet your goals and realize your dreams. A personal finance budget should be made for at most one year at a time and include a list of your monthly expenses.
All expenses must be included. To be sure of that go through all your paid bills, check register and credit card receipts to find expenditures that recure every month and expenditures that happen less frequently. Personal finance budgeting requires some small sacrifices. To be able to make good personal financial decisions and set priorities, you must know where your money is actually going. Start your budget and accomplish your goals.
Get an electronic bill pay. This is a very convenient way to pay your bills. You pay them electronically, by direct withdrawal from your bank account. The transaction is processed immediately. You can even link your bill pay service to your personal finance budget, so that your expenditures are automatically entered in the appropriate category. Personal financial management can be really easy.