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.

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Saving for College 101

Saving for College 101

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This calculator demonstrates the power of compound interest.

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

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Enter various payment options and determine how long it may take to pay off a credit card.

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This calculator shows how inflation over the years has impacted purchasing power.

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

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

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

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