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.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

The Power of Compound Interest

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

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.

HSAs: Are they just what the doctor ordered?

Are health insurance premiums eating into more of your budget than you’d like?

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?

Data Thieves from Outer Space

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

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

View all articles

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.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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.

College Saving

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

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.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send 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?

View all videos