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.

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Tips for Creating a Budget and Sticking to It

Budgeting is the first step to managing your finances. Here are four tips to help you create and stick to a budget.

Weighing the Benefits of Prepaid Debit Cards

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

Let’s schedule your annual financial 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.

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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.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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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What Our Kids Can Teach us About Saving Money

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

The Power of Compound Interest

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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