Money | Chad Walton

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 Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Saving for College 101

Here's a crash course on saving for college.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

Pay Yourself First

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

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

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How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

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.

The Cost of Procrastination

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

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 Power of Compound Interest

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

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Articles

Understanding Money Market Funds

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Pay Yourself First

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

Data Thieves from Outer Space

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

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.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

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Videos

Saving for College 101

Here's a crash course on saving for college.

The Cost of Procrastination

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Once Upon a Goal

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

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Surprise! You’ve Got Money!

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

View all videos