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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Once Upon a Goal

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

The History of Currency

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

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

What to Look for in Personal Finance Apps

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

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.

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 to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

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.

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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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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?

College Saving

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

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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.

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