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.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
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A presentation about managing money: using it, saving it, and even getting credit.
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Contact me to develop an education investment strategy that can put your children on the path to success.
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Here’s a quick guide to checking to see if you have unclaimed money.