Money | David Connolly, CFA®, QPFC

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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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?

4 Myths When Managing Sudden Wealth

Sudden wealth can be a blessing – or a curse, if not managed thoughtfully.

Saving for College 101

Here's a crash course on saving for college.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Give the Gift of Stock

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

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

The Smart Way to Pay Off Student Loans

When it comes to paying off your student loan debt, you may have more options than you realize.

What to Expect from a Second Opinion Meeting

When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

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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?

Saving for College 101

Here's a crash course on saving for college.

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 Power of Compound Interest

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

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

Check out this video to begin separating fact from fiction.

View all videos

Articles

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Helping Out a Family Member

How do you offer money in a way that works for everyone?

How Does Equity Compensation Fit Into Your Financial Plan?

It can be tempting to put your equity benefits on autopilot, but factoring them into your long-term financial plan is vital.

Equity Compensation: Beyond Benefits

With the right planning, your equity compensation can be a cornerstone of your financial future.

Cyber Self-Defense: How To Avoid These Common Scams

We’re all spending more time online nowadays - but so are cyber criminals. Learn to protect yourself from some common scams.

How Much Should You Support Your Kids in College?

We all want what’s best for our kids, but you want them to learn the value of money too.

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Videos

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.

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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Power of Compound Interest

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

View all videos