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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The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Annual Review

Annual 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.

No Cash, No Checks, No Problem

No Cash, No Checks, No Problem

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