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.
Here’s a quick guide to checking to see if you have unclaimed money.
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Learn a little about worldwide currency in this fun infographic
Solve a mystery while learning how important your credit report is with this story-driven interactive.
It sounds simple, but paying yourself first can really pay off.
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.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn how to harness the power of compound interest for your investments.
Contact me to develop an education investment strategy that can put your children on the path to success.
Do you know how to set up your financial goals for success? This knight does.
Peer-to-peer payment apps are one of the newest ways to send money.
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.