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.
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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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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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.
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Saving for College 101
Here's a crash course on saving for college.
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