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 Latte Lie and Other Myths
Do you know these three personal finance sayings?
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Have A Question About This Topic?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Saving for College 101
Here’s a crash course on saving for college.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
View all articles
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Doubling Your Money
This calculator demonstrates the power of compound interest.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos