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.
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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No Cash, No Check, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
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.
Saving for College 101
Here’s a crash course on saving for college.
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.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
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?
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 ways Millennials are disrupting home ownership
Millennial homeownership is happening, it’s just different than what we have seen before.
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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.
View all presentations
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.
No Cash, No Check, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
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?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
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