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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
2019 Market Review
In 2019, both domestic and global economies showed signs of slowing, while the trade war between...
HSAs: Are they just what the doctor ordered?
Are health insurance premiums eating into more of your budget than you’d like?
Data Breaches: Tips for Protecting Your Identity and Money
Data breaches are becoming more and more common. Here’s how you can protect your personal information from attack.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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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.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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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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College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.