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

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Featured Presentation

Your Cash Flow Statement

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

The Cost of Procrastination

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

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Surprise! You’ve Got Money!

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

• 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.

  The Half Million Dollar Baby

  The true cost of raising a child may be far more than you expect.

  U.S. Personal Savings Rate

  What can be learned from the savings rate?

  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.

  Your Emergency Fund: How Much Is Enough?

  Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

  Tips for Creating a Budget and Sticking to It

  Budgeting is the first step to managing your finances. Here are four tips to help you create and stick to a budget.

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• Calculators

  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.

  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.

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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

  The Power of Compound Interest

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

  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?

  Once Upon a Goal

  Do you know how to set up your financial goals for success? This knight does.

  No Cash, No Checks, No Problem

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

  What Our Kids Can Teach us About Saving Money

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

  The Cost of Procrastination

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

  View all videos