INSIGHTS FROM FIRST FOUNDATION

A First Foundation Blog

Back to the main site
Home
Build
Budgeting for Short-Term and Long-Term Savings Goals
{% if content.topic_list %} {% for topic in content.topic_list %} {{ topic.name }} {% if not loop.last %}{% endif %} {% endfor %} {% endif %}

{{ content.name }}

{% if content.blog_post_author.display_name == "Andrew Chan, CAIA, Portfolio Strategist" %} {{ content.blog_post_author.display_name }} {% elif content.blog_post_author.display_name == "Brett Dulyea, CFA, CAIA" %} {{ content.blog_post_author.display_name }} {% elif content.blog_post_author.display_name == "Daniel Fan, J.D., LL.M., CFP®, Director of Wealth Planning" %} {{ content.blog_post_author.display_name }} {% elif content.blog_post_author.display_name == "John Hakopian, President" %} {{ content.blog_post_author.display_name }} {% elif content.blog_post_author.display_name == "Louis P. Abel, CFA, CAIA, Chief Investment Officer" %} {{ content.blog_post_author.display_name }} {% elif content.blog_post_author.display_name == "Marty Dutch, Vice President, Philanthropy Services" %} {{ content.blog_post_author.display_name }} {% elif content.blog_post_author.display_name == "Pamela Rubin Cohen, Ed. M." %} {{ content.blog_post_author.display_name }} {% elif content.blog_post_author.display_name == "Rick Keller, CFP®, Chairman" %} {{ content.blog_post_author.display_name }} {% elif content.blog_post_author.display_name == "Sara N. Garske, Assistant Vice President, Foundation Services" %} {{ content.blog_post_author.display_name }} {% elif content.blog_post_author.display_name == "Shelly O'Byrne, CFP®, CTFA" %} {{ content.blog_post_author.display_name }} {% elif content.blog_post_author.display_name == "Tyler J. Resh, Director of Marketing and Strategy" %} {{ content.blog_post_author.display_name }} {% elif content.blog_post_author.display_name == "Adrian S. Darmawan, Executive Vice President, Chief Technology Officer" %} {{ content.blog_post_author.display_name }} {% else %} {{ content.blog_post_author.display_name }} {% endif %} {% endif %}
| {{ content.publish_date_localized }}
{% if content.post_list_summary_featured_image %}
{{ content.featured_image_alt_text | escape }}
{% endif %} {{ content.post_body }}
First Foundation Bank
About the Author
First Foundation Bank
First Foundation Bank serves individuals and businesses at all stages of their financial journeys. In addition to the usual deposit and lending offerings, trust services, wealth planning, investment management, and philanthropy services are all available to clients as part of the First Foundation Inc. integrated platform. Read more

Stay Informed

You might also like...

Business Email Compromise – Don't Become a Victim
Security Management Team
By Security Management Team
Protecting Taxpayers: IRS Kicks Off Annual Campaign with Warning About Phishing and Smishing Scams
Security Management Team
By Security Management Team

Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, Digital Assets, and Advisory Products and Services:

ARE NOT FDIC INSURED
ARE NOT BANK GUARANTEED
MAY LOSE VALUE
ARE NOT A DEPOSIT
ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
First Foundation is not responsible for and has no control over the websites that have links here. Our Terms of Use linked at the bottom of this page state your agreement when you access such third party sites. Please contact us with any concerns or comments.

If you are using a screen reader and are having problems using this website, please call (888) 698-7442 for assistance.

© 2023 First Foundation. All rights reserved.