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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
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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.
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.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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.
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
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?