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Chart of the Day: Six Rules for Under Age 30

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Sep 30, 2025
Black and white chart with 6 boxes outlining 6 basic financial rules everyone should know by the age of 30 years old.

Contents

Today’s Chart of the Day is from Accounting Knowledge Concepts’ X page and shows six financial rules that everyone should know by age 30.

Rules of thumb can be risky, but they're often better than nothing. These six are worth sharing with your children or grandchildren—following yourself.

Out of all of them, the most important is the first one: 50/30/20. While someone may not be able to save 20% of their income today, it is a worthy goal to work towards.
Chart of the Day

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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