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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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It sounds simple, but paying yourself first can really pay off.
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A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time.
These days we’re quick to make all our purchases with credit cards – even the small ones. But is that wise?
Millennial homeownership is happening, it’s just different than what we have seen before.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
Learn how to harness the power of compound interest for your investments.
Peer-to-peer payment apps are one of the newest ways to send money.
Here’s a crash course on saving for college.
Here’s a quick guide to checking to see if you have unclaimed money.
Contact me to develop an education investment strategy that can put your children on the path to success.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?