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.

Have A Question About This Topic?

Thank you! Oops!

Surprise! You’ve Got Money!

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

What to expect when you’re expecting (a new house)

For better or worse, buying a house – not to mention moving – can be a stressful affair. Here are some tips to keep in mind.

College Saving

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

Data Breaches: Tips for Protecting Your Identity and Money

Data breaches are becoming more and more common. Here’s how you can protect your personal information from attack.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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.

Tips for Creating a Budget and Sticking to It

Budgeting is the first step to managing your finances. Here are four tips to help you create and stick to a budget.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

View all articles

Historical Inflation

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

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.

View all calculators

Your Cash Flow Statement

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

View all presentations

The Power of Compound Interest

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

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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?

Saving for College 101

Here’s a crash course on saving for college.

College Saving

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

The Cost of Procrastination

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

View all videos