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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Have A Question About This Topic?
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
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?
What you need to know about side hustles
Do you have a side job – interior design, freelance writing, or even babysitting – that you’d like to turn into a career?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
View all articles
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.
Doubling Your Money
This calculator demonstrates the power of compound interest.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos