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.

Featured Video

College Saving

Contact me to develop an education investment strategy that can put your children on the path to success.

Featured Presentation

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

HSAs: Are they just what the doctor ordered?

Are health insurance premiums eating into more of your budget than you’d like?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

• Articles

  10 Tips to Master Personal Finance

  Life is complicated enough without having to worry about personal finance. Luckily, we're here to help.

  How Does Your Credit Score Compare?

  Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

  How Big is Money?

  Learn a little about worldwide currency in this fun infographic

  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?

  The Economic Journey of Your Morning Coffee

  Few contemplate the complex journey that brought their coffee from farm to kitchen table.

  The Lowdown on Those Free Credit Scores

  What’s the deal with your yearly free credit report?

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• Calculators

  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.

  Paying Off a Credit Card

  Enter various payment options and determine how long it may take to pay off a credit card.

  View all calculators

• Presentations

  Your Cash Flow Statement

  A presentation about managing money: using it, saving it, and even getting credit.

  View all presentations

• Videos

  No Cash, No Checks, No Problem

  Peer-to-peer payment apps are one of the newest ways to send money.

  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?

  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.

  Once Upon a Goal

  Do you know how to set up your financial goals for success? This knight does.

  View all videos