Money | Puzak Wegley Financial

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 Cost of Procrastination

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

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

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.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

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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?

Once Upon a Goal

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

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.

Saving for College 101

Here's a crash course on saving for college.

How Cash Apps Work

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

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Articles

Building a Solid Financial Foundation

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

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Data Thieves from Outer Space

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

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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Videos

Saving for College 101

Here's a crash course on saving for college.

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 Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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.

Surprise! You’ve Got Money!

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

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