Money | JEFFREY WEALTH MANAGEMENT

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.

Once Upon a Goal

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

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

The Power of Compound Interest

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

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

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Surprise! You’ve Got Money!

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

Once Upon a Goal

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

Saving for College 101

Here's a crash course on saving for college.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Power of Compound Interest

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

The Cost of Procrastination

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

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Articles

U.S. Personal Savings Rate

What can be learned from the savings rate?

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Data Thieves from Outer Space

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

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Videos

Saving for College 101

Here's a crash course on saving for college.

Surprise! You’ve Got Money!

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

How Cash Apps Work

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?

The Cost of Procrastination

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

Once Upon a Goal

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

View all videos