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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Surprise! You’ve Got Money!

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

Five Things to Know About 529 Plans

Wherever your child is on their education journey, there's no better time to start saving for college than right now.

College Saving

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

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

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 Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

10 Tips to Master Personal Finance

Life is complicated enough without having to worry about personal finance. Luckily, we're here to help.

Pay Yourself First

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

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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.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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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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What Our Kids Can Teach us About Saving Money

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

The Power of Compound Interest

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

Saving for College 101

Here’s a crash course on saving for college.

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.

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