Home Guides & Resources chevron_right Financial Planning Is the 50/30/20 Rule Right for You? Published September 21, 2022 Diana Linn, CFP®, CDFA®Wealth Advisor In our latest Adviser Takeaway video, Account Executive and Financial Planner Diana Linn explains what the 50/30/20 rule is and how to utilize it. If you have questions for Diana or the Adviser team, please send them to info@adviserinvestments.com.