5 Centerpointe Drive
Suite 150
Lake Oswego, Oregon 97035
(503)207-4509
[email protected]

Money

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

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?

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

 

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Your Paycheck and You: A Love Story

Are you showing your paycheck the love it deserves?

Password Protection Strategies

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

Couples and Money

Did you know money is a leading cause for break-ups and divorce among couples?

Is Your Financial House Haunted?

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

The Twelve Steps to Living Confidently: Goals

A step-by-step plan to become more financially and emotionally confident can make this year awesome.

View all articles arrow

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.

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 Latte Lie and Other Myths

Do you know these three personal finance sayings?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

View all videos arrow