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Cambridge Capital Management is a best financial planner & Investment Advisors in O'Fallon, St. Louis. Our wealth management firm serves a variety of clients. Whatever your financial goals and intentions, we can create a plan specifically tailored to meet your needs.

Financial Planner O'Fallon can help you look at your income to debt ratio, and help you figure out the best course of action for growing your money and helping you maintain stability so that you can be secure in your future as well as in case of an emergency.

Our wealth management firm serves a variety of clients. Whatever your financial goals and intentions, we can create a plan specifically tailored to meet your needs. Contact us today to find out how Cambridge Capital Management, LLC can help you with your financial planning and investment management needs.

Looking back at your life, you will find that as you have earned more you have spent more. You wonder how it is that you lived on so little money way back when. Sure, grocery and fuel prices have gone up and rent too, but deep down you know that if you are not smart, you will do the same thing again. Last week I covered the simple formula for managing money effectively: 1. Work out what you have to do 2. Spend less than you earn 3. Align your choices to your life goal's to keep you motivated and do it! This week we are focusing on the first step: work it out Track Your Expenses For a few weeks minimum, write down every single dollar you spend. Don't forget about the bank fees, direct debits or credit card. Work out where you have been spending your money. If you feel you don't have time to track your money, you could use our simple service, My Money Tracker for You for only $22 per month. Don't forget about the Irregular Expenses It is so easy to forget about the expenses you have only every now and then. Car registration, service, your driver's licence or the dog vaccination. I was surprised when I realised that it used to cost us $35 per week for our car registration once a year and service every quarter. These things can sneak up on you and completely blow your budget. Add Up All Your Debts Write down all the debts you have. The reason I highlighted all is because I really want you to be honest with yourself and include everything that you owe. You are going to have your credit cards, personal loan and car loan, but don't forget to include things like the money you promised to repay your parents or $20 for your flat mate. You will never be financially free until you are honest with yourself about your money. Total It Add it all up to calculate how much it is that you need to meet your current commitments, repay your debts and live. Once you know this total you will know how much you need and if you are living within your means. Do you need to earn more to

Our wealth management firm serves a variety of clients. Whatever your financial goals and intentions, we can create a plan specifically tailored to meet your needs. Contact us today to find out how Cambridge Capital Management, LLC can help you with your financial planning and investment management needs.

You might wish to create passive income to take advantage of passive losses & you might wish to engage in year-end tax planning. Additionally, at Cambridge Capital Management offices in O' Fallon, IL

Cambridge Capital Management remains a place where clients can be confident that they are getting independent, unbiased investment advice.

At Cambridge Capital Management, our firm stands apart from the competition by offering customized, Fee-Only services executed through a strategic process. We are earnestly committed to upholding an exceptional fiduciary standard to provide our clients with honest, objective financial advice.

Throughout your life, you will face certain life-changing events. Some of these situations are unexpected and demand immediate action. For instance, you may have to plan the funeral of a loved one or decide how to care for an aging parent who suddenly needs a lot of help. Other situations arise less dramatically, with more time to plan.