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

The Power of Compound Interest

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

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.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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?

• Articles

  The History of Currency

  Currency has been around for a long time. Here’s a quick history lesson.

  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.

  Waddell & Reed WealthLink: Your financial world in one place

  WealthLink is your personal online portal providing a holistic view of your financial life in one secure location.

  Year-End Charitable Gifting and You

  This article may help you maximize the benefits of your donation for your chosen charity.

  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.

  Budgeting After a Divorce

  Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

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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.

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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

  The Latte Lie and Other Myths

  Do you know these three personal finance sayings?

  Saving for College 101

  Here’s a crash course on saving for college.

  No Cash, No Checks, No Problem

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

  The Cost of Procrastination

  Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

  College Saving

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

  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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