Money | Daniel Gundrum, CFP

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.

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Videos

The Cost of Procrastination

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

Surprise! You’ve Got Money!

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

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Check out this video to begin separating fact from fiction.

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Here's a crash course on saving for college.

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

View all videos