Money | John C Wedell, CRPC®

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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The Power of Compound Interest

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

5 Strategies for Paying Off Credit Card Debt

U.S. consumer credit card debt recently topped $1 trillion. Here are five tips for getting you back in the black.

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?

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Give the Gift of Stock

Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.

A Quick Guide to Business Valuations

Why you might benefit from a business valuation, when to get it, and other common questions.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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The Power of Compound Interest

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

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.

Once Upon a Goal

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

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.

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Articles

Donor-Advised Funds: A Smarter Way To Give

Here’s how you can support the causes you care about while strengthening your own tax and estate plans.

Four Ways To Use Leftover 529 Money

What to do with a 529 education savings plan when there’s no college left to spend it on.

Give the Gift of Stock

Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.

A Survival Guide for Small Business

You took on a pandemic, you dealt with inflation, and now, you’re faced with the challenge of adjusting to our ‘new normal.’

Teaching Kids to Be Fiscally Fit

At every stage of your family’s lifetime, there are money lessons to be learned

A Comprehensive Guide to Charitable Giving Strategies

From assets and timing to strategies and structures, this guide breaks down the key elements of charitable giving.

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Videos

Surprise! You’ve Got Money!

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

The Power of Compound Interest

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

Once Upon a Goal

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

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.

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