INSIGHTS FROM FIRST FOUNDATION

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Budgeting Build Personal Banking Saving

Budgeting for Short-Term and Long-Term Savings Goals

| 7/21/21 9:34 AM
3 minute read
Prioritizing your goals and choosing the right savings vehicles

When you consider your financial goals, you likely have some short-term goals that you want to achieve in the near future and other long-term goals that won’t happen for years down the line. Juggling these goals and understanding how to save for them can be a challenge. At First Foundation Bank, we want to help you make this balancing act easier. So here’s a look at..

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Build Personal Banking Saving

What is a Financial Checkup and How Can I Use It?

| 6/17/21 10:06 AM
4 minute read
As your life changes, your financial plan will too

Every year, it’s important to set time aside for a financial checkup in which you review the most important elements of your financial plan. At First Foundation Bank, we give you the tools to track your progress, identify potential problems, and adjust your plan as needed to strengthen your financial health over the course of the year. When you perform a financial checkup, the..

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Investing Build Personal Banking Saving

Should I Save, Invest, or Pay Down Debt?

| 5/27/21 10:13 AM
3 minute read
How to prioritize these important financial goals

If you find yourself with extra money in your budget, you may be wondering what’s the best plan of attack: Should you save, invest, or pay off debt? At First Foundation, we want you to feel confident in your financial future, so here are some ways you may consider prioritizing these goals depending on where you are in your financial journey.

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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by First Foundation Advisors), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from First Foundation Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. First Foundation Advisors is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the First Foundation Advisors’ current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: First Foundation Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to First Foundation Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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