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.
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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?
U.S. Personal Savings Rate
What can be learned from the savings rate?
How credit can determine your financial health
These days we’re quick to make all our purchases with credit cards – even the small ones. But is that wise?
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
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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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.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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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.
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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
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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