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.

 
 
 
No Cash, No Checks, No Problem

No Cash, No Checks, No Problem

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

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

College Saving

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.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Annual 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.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Waddell & Reed WealthLink: Your financial world in one place

WealthLink is your personal online portal providing a holistic view of your financial life in one secure location.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

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.

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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 Cost of Procrastination

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

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

No Cash, No Checks, No Problem

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

Saving for College 101

Here’s a crash course on saving for college.

The Power of Compound Interest

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

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