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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What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

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

Strategies For Managing Student Loan Debt

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Five strategies for managing your student debt.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Annual Review

A lot can change in the course of one year, and it usually does. Which is why an annual review – a yearly financial checkup to make sure you’re still on track to reach your goals – is so important. Let’s schedule yours today.

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What can be learned from the savings rate?

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It sounds simple, but paying yourself first can really pay off.

Waddell & Reed WealthLink: Your financial world in one place

WealthLink is your personal online portal providing a holistic view of your financial life in one secure location.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

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.

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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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College Saving

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

No Cash, No Checks, No Problem

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

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Cost of Procrastination

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

The Power of Compound Interest

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

Once Upon a Goal

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

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