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.

Featured Video

College Saving

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

Featured Presentation

Your Cash Flow Statement

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

What Our Kids Can Teach us About Saving Money

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

How Big is Money?

Learn a little about worldwide currency in this fun infographic

The Cost of Procrastination

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

• Articles

  How Does Your Credit Score Compare?

  Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

  How credit can determine your financial health

  These days we’re quick to make all our purchases with credit cards – even the small ones. But is that wise?

  Year-End Charitable Gifting and You

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

  A Penny Saved is Two Pennies Earned

  Here are some simple and inexpensive energy-saving tips that may help you save money.

  Pay Yourself First

  It sounds simple, but paying yourself first can really pay off.

  Budget Check Up: Tax Time Is the Right Time

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

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• Calculators

  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.

  Paying Off a Credit Card

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

  Doubling Your Money

  This calculator demonstrates the power of compound interest.

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• Presentations

  Your Cash Flow Statement

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

  View all presentations

• Videos

  No Cash, No Checks, No Problem

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

  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?

  The Cost of Procrastination

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

  The Latte Lie and Other Myths

  Do you know these three personal finance sayings?

  The Power of Compound Interest

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

  Surprise! You’ve Got Money!

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

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