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.
Peer-to-peer payment apps are one of the newest ways to send money.
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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.
Enter various payment options and determine how long it may take to pay off a credit card.
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This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
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Contact me to develop an education investment strategy that can put your children on the path to success.
Here’s a crash course on saving for college.
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