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.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
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 Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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?
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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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.
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.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Saving for College 101
Here’s a crash course on saving for college.
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
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.
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