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.
Saving for College 101
Here’s a crash course on saving for college.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
What you need to know about side hustles
Do you have a side job – interior design, freelance writing, or even babysitting – that you’d like to turn into a career?
Third Quarter Market Review
The third quarter was full of ups and downs for stocks, much like the second quarter.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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.
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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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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Saving for College 101
Here’s a crash course on saving for college.
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
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