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.

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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Once Upon a Goal

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

The Half Million Dollar Baby

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

The Power of Compound Interest

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

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.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

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.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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Once Upon a Goal

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

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.

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?

Surprise! You’ve Got Money!

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

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Articles

The Many Ways to Measure Inflation

Different inflation indexes may tell different stories. Here's what that could mean for you.

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.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Financially Savvy at Six Figures

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

Glossary of Scam Terms

A helpful glossary of current scams.

The History of Currency

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

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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.

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?

Surprise! You’ve Got Money!

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

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.

View all videos