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.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
What to expect when you’re expecting (a new house)
For better or worse, buying a house – not to mention moving – can be a stressful affair. Here are some tips to keep in mind.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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.
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?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
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?
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send 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.
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