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.
Learn how to harness the power of compound interest for your investments.
A presentation about managing money: using it, saving it, and even getting credit.
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Mansfield Office
Marlborough Office
Mansfield Office
(508) 290-0551
[email protected]
20 Cabot Boulevard Suite 300
Mansfield, MA 02048
Marlborough Office
- 225 Cedar Hill Street Suite 200 Marlborough, MA 01752
Articles
Calculators
Presentations
Videos
Articles
- Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions. - Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy. - Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level. - Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock. - Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up. - What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Calculators
- Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card. - Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power. - What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Presentations
- Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Videos
- 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. - Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does. - The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction. - 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? - The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
- Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions. - Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy. - Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level. - Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock. - Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up. - What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
- Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card. - Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power. - What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
- Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
- 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. - Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does. - The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction. - 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? - The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.