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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Saving for College 101
Here’s a crash course on saving for college.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
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?
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
U.S. Personal Savings Rate
What can be learned from the savings rate?
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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.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?