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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College Saving

College Saving

Contact me to develop an education investment strategy that can put your children on the path to success.

What to expect when you’re expecting (a new house)

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.

The Power of Compound Interest

The Power of Compound Interest

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

Data Breaches: Tips for Protecting Your Identity and Money

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It's important to understand the pros and cons when considering a prepaid debit card.

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Are health insurance premiums eating into more of your budget than you’d like?

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Life is complicated enough without having to worry about personal finance. Luckily, we're here to help.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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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.

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Once Upon a Goal

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

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?

No Cash, No Checks, No Problem

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

The Power of Compound Interest

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

College Saving

Contact me to develop an education investment strategy that can put your children on the path to success.

What Our Kids Can Teach us About Saving Money

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

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