Money | Strategic Wealth Specialists

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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Once Upon a Goal

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

5 Tips for Smarter Decisions in Turbulent Times

Take the long view - 5 tips for staying on track even during volatile times

The Cost of Procrastination

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

5 Tips for Smarter Decisions in Turbulent Times

Take the long view - 5 tips for staying on track even during volatile times

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

U.S. Personal Savings Rate

What can be learned from the savings rate?

9 Ways to Earn Passive Income

There are many sources of passive income and this article explores several

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

The Average American Budget

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

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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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Saving for College 101

Here’s a crash course on saving for college.