Money | Justin A. Makris

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.

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?

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Once Upon a Goal

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

Is Your Financial House Haunted?

There is nothing to fear but fear itself, especially when it comes to personal finances.

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

Financial Hacks for Millennials: It is Prime Time to Save

While research shows you are saving and earning more than your parents, (woohoo!), are you preparing for the future you want? How can you ensure you are on track to make the most out of these important decades?

Commitment and Money Conversations

Talking about money isn’t as scary as it seems.

Financial Hacks for Millennials: The Great Wealth Transfer

Have you heard of the Great Wealth Transfer? If you’re a millennial, it will likely be of particular interest to you, as it may involve an inheritance coming your way. But do you know how you would handle a large influx of money? How millennials manage their wealth in the coming years will play a large role In achieving financial confidence.

Take the Stage: Commitment and the Money Conversation

Congratulations, you’re ready to commit. Perhaps you now share keys to the same front door or there’s a ring in your future.

Business Boosters: Holding on to Talent

No matter what business you’re in, once you start hiring employees, you get into the people business.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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Historical Inflation

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

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.

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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.

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

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.

Surprise! You’ve Got Money!

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