Maitland Office

543 North Wymore Road

Suite 101
Maitland, FL 32751

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.

Have A Question About This Topic?

Thank you! Oops!
The Cost of Procrastination

The Cost of Procrastination

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

Commitment and Money Conversations

Commitment and Money Conversations

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

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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

Financial Empowerment for Women

Recently 117 year old Emma Morano, the oldest person in the world, passed away. She attributed her longevity to eating raw...

Financial Hacks for Millennials: Are Credit Cards A Necessar

Having an additional payment option in your wallet comes with advantages. Say you’re strapped for cash but your preteen needs a new bike, you can simply....

The Five Basics of Financial Literacy

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

Organizing Your Finances

Spark joy and become more confident by giving your finances the home organization treatment.

Is Your Financial House Haunted?

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

4 Easy Ways to Turn the Next Generation into Savvy Savers

In times like these—nearly a decade after the Great Recession and in the midst of the current crisis—teaching your kids the value of a dollar is more critical than ever.

View all articles

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?

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.

Student Loan Protection

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

Once Upon a Goal

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

View all videos