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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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?
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
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.
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.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
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.
What you need to know about side hustles
Do you have a side job – interior design, freelance writing, or even babysitting – that you’d like to turn into a career?
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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.
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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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Saving for College 101
Here’s a crash course on saving for college.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed 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?
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?