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Cash Flow Analysis

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. It is also paramount to manage the flow of money to cover all of your retirement expenses. 

This is why it’s essential to know where your money is coming from, and where it is going. You should also know when all of this is happening. Cash flow management in your personal finances is important, since it keeps you from overdrawing your account and helps you plan ahead for larger expenses. When you know how money flows through your personal economy, you are in control.

Items to consider:

  • Retirement Plans and Pensions
  • College Plans
  • Income (earned and retirement)
  • Expenses (fixed/variable)

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.
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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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Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.
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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.
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Your Cash Flow Statement

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

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.
Learn More

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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