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.
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Saving for College 101
Here’s a crash course on saving for college.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Let’s schedule your annual financial review
An annual review is a yearly financial checkup – a chance to assess the decisions you’ve made this year and ensure you’re still on track to reach your goals. Let’s schedule yours today to discuss your financial priorities and goals, including what’s changed and what hasn’t. Call my office or simply reply to this email.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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 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.
Saving for College 101
Here’s a crash course on saving for college.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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