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.
Do you know how to set up your financial goals for success? This knight does.
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A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time.
These days we’re quick to make all our purchases with credit cards – even the small ones. But is that wise?
It's important to understand the pros and cons when considering a prepaid debit card.
An increasing number have been developed to help individuals with their personal finances.
Life is complicated enough without having to worry about personal finance. Luckily, we're here to help.
What can be learned from the savings rate?
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
Here’s a quick guide to checking to see if you have unclaimed money.
Learn how to harness the power of compound interest for your investments.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Contact me to develop an education investment strategy that can put your children on the path to success.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?