Money | Core Wealth

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.

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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Your Cash Flow Statement

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

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The Cost of Procrastination

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

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

College Saving

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

The benefits of donor-advised funds

A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time.

Year-End Charitable Gifting and You

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

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

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.

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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.

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.

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Your Cash Flow Statement

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

View all presentations

The Cost of Procrastination

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

Surprise! You’ve Got Money!

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

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?

No Cash, No Checks, No Problem

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

Saving for College 101

Here’s a crash course on saving for college.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.