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.

How credit can determine your financial health

How credit can determine your financial health

These days we’re quick to make all our purchases with credit cards – even the small ones. But is that wise?

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

How credit can determine your financial health

These days we’re quick to make all our purchases with credit cards – even the small ones. But is that wise?

Five Things to Know About 529 Plans

Wherever your child is on their education journey, there's no better time to start saving for college than right now.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

The Five Basics of Financial Literacy

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

HSAs: Are they just what the doctor ordered?

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

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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.

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.

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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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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?

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?

College Saving

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

Once Upon a Goal

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

Saving for College 101

Here’s a crash course on saving for college.

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