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

Once Upon a Goal

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

Featured Presentation

Your Cash Flow Statement

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

College Saving

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

The Lowdown on Those Free Credit Scores

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

• Articles

  Spotting Credit Trouble

  The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

  How to Read Your Credit Report

  Solve a mystery while learning how important your credit report is with this story-driven interactive.

  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.

  Weighing the Benefits of Prepaid Debit Cards

  It's important to understand the pros and cons when considering a prepaid debit card.

  What to Look for in Personal Finance Apps

  An increasing number have been developed to help individuals with their personal finances.

  U.S. Personal Savings Rate

  What can be learned from the savings rate?

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• Calculators

  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.

  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.

  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.

  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.

  Surprise! You’ve Got Money!

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

  The Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  The Power of Compound Interest

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

  View all videos