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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Let’s schedule your annual financial review
An annual review is a yearly financial checkup – a chance to assess the decisions you’ve made this year and ensure you’re still on track to reach your goals. Let’s schedule yours today to discuss your financial priorities and goals, including what’s changed and what hasn’t. Call my office or simply reply to this email.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
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.
Saving for College 101
Here's a crash course on saving for college.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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