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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
What you need to know about side hustles
Do you have a side job – interior design, freelance writing, or even babysitting – that you’d like to turn into a career?
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
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.
Tips for Creating a Budget and Sticking to It
Budgeting is the first step to managing your finances. Here are four tips to help you create and stick to a budget.
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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.
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.
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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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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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?
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