Money | Brian T. McCaffrey, CFP®, AIF®

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.

Surprise! You’ve Got Money!

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

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Saving for College 101

Here's a crash course on saving for college.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Once Upon a Goal

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

Countering Counterfeit Currency

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

Glossary of Scam Terms

A helpful glossary of current scams.

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

The Half Million Dollar Baby

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

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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Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

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How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

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.