Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

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College Saving

College Saving

Contact me to develop an education investment strategy that can put your children on the path to success.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The College Landscape After Tax Reform

The Tax Cuts and Jobs Act could potentially impact your college savings plan. Here’s what you need to know.

10 Tips to Master Personal Finance

Life is complicated enough without having to worry about personal finance. Luckily, we're here to help.

Tips for Creating a Budget and Sticking to It

Budgeting is the first step to managing your finances. Here are four tips to help you create and stick to a budget.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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