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 Latte Lie and Other Myths
Do you know these three personal finance sayings?
How credit can determine your financial health
These days we’re quick to make all our purchases with credit cards – even the small ones. But is that wise?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
10 Tips to Master Personal Finance
Life is complicated enough without having to worry about personal finance. Luckily, we're here to help.
Five ways Millennials are disrupting home ownership
Millennial homeownership is happening, it’s just different than what we have seen before.
How credit can determine your financial health
These days we’re quick to make all our purchases with credit cards – even the small ones. But is that wise?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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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.
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.
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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.
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 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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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