Money | LifeStages Advisory LLC

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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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

The Cost of Procrastination

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

U.S. Personal Savings Rate

What can be learned from the savings rate?

Personal Finance Calendar

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

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Pay Yourself First

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

What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations

The Power of Compound Interest

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