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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Saving for College 101
Here’s a crash course on saving for college.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Five ways Millennials are disrupting home ownership
Millennial homeownership is happening, it’s just different than what we have seen before.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
HSAs: Are they just what the doctor ordered?
Are health insurance premiums eating into more of your budget than you’d like?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
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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.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Saving for College 101
Here’s a crash course on saving for college.
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.