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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Saving for College 101
Here’s a crash course on saving for college.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
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?
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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?
Third Quarter Market Review
The third quarter was full of ups and downs for stocks, much like the second quarter.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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.
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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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.
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
Saving for College 101
Here’s a crash course on saving for college.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.