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.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

No Cash, No Checks, No Problem

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

• Articles

  Pay Yourself First

  It sounds simple, but paying yourself first can really pay off.

  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.

  What to expect when you’re expecting (a new house)

  For better or worse, buying a house – not to mention moving – can be a stressful affair. Here are some tips to keep in mind.

  Five ways Millennials are disrupting home ownership

  Millennial homeownership is happening, it’s just different than what we have seen before.

  The Half Million Dollar Baby

  The true cost of raising a child may be far more than you expect.

  10 Tips to Master Personal Finance

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

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• Calculators

  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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• Presentations

  Your Cash Flow Statement

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

  View all presentations

• Videos

  Surprise! You’ve Got Money!

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

  The Power of Compound Interest

  Learn how to harness the power of compound interest for your investments.

  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?

  No Cash, No Checks, No Problem

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

  Once Upon a Goal

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

  What Our Kids Can Teach us About Saving Money

  Would you guess that Millennials are effectively saving for retirement? Well, they are.

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