Money | Roy E Kelsey, CIMA®, CPWA®, AIF®

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.

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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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.

Once Upon a Goal

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

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

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.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Building a Solid Financial Foundation

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

Understanding FDIC Insurance

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

Exploring the Federal Student Grant Program

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

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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