Money | Ownership Advisors

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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Surprise! You’ve Got Money!

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

How Big is Money?

Learn a little about worldwide currency in this fun infographic

The Cost of Procrastination

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

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Countering Counterfeit Currency

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

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Your Cash Flow Statement

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

View all presentations

Surprise! You’ve Got Money!

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

Saving for College 101

Here’s a crash course on saving for college.

Once Upon a Goal

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

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.