Money | Lynn Schmidt, EA, CTP, CTC, CFS, CSA, ARA

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.

Saving for College 101

Here’s a crash course on saving for college.

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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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Surprise! You’ve Got Money!

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

What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.

The Power of Compound Interest

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Data Thieves from Outer Space

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

Understanding FDIC Insurance

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

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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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.

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.

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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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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.

The Cost of Procrastination

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