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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Saving for College 101

Here’s a crash course on saving for college.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

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.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

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.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

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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.

Historical Inflation

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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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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What Our Kids Can Teach us About Saving Money

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

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?

Once Upon a Goal

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

Surprise! You’ve Got Money!

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

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.

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