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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No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

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?

U.S. Personal Savings Rate

What can be learned from the savings rate?

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

The Five Basics of Financial Literacy

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

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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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College Saving

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

Once Upon a Goal

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

Surprise! You’ve Got Money!

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

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

What Our Kids Can Teach us About Saving Money

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

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