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 Latte Lie and Other Myths

Do you know these three personal finance sayings?

Featured Presentation

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

The Power of Compound Interest

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

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

• Articles

  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?

  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.

  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.

  U.S. Personal Savings Rate

  What can be learned from the savings rate?

  Budgeting After a Divorce

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

  Data Thieves from Outer Space

  Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

  View all articles

• Calculators

  What Is My Current Cash Flow?

  Assess whether you are running “in the black” or “in the red” each month.

  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.

  View all calculators

• Presentations

  Your Cash Flow Statement

  A presentation about managing money: using it, saving it, and even getting credit.

  View all presentations

• Videos

  Once Upon a Goal

  Do you know how to set up your financial goals for success? This knight does.

  No Cash, No Checks, No Problem

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

  College Saving

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

  Saving for College 101

  Here’s a crash course on saving for college.

  Surprise! You’ve Got Money!

  Here’s a quick guide to checking to see if you have unclaimed 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.

  View all videos