Money | Robert Choy, CFP®, CPWA®, TPCP®

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.

Saving for College 101

Here's a crash course on saving for college.

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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.

Is College Right for You?

For some, going from high school graduation to college makes a lot of sense. It might not be the best path for everyone.

The Power of Compound Interest

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

Buying or Leasing in 2022: What You Need to Know

The factors affecting the decision to buy or lease your next car have become much more complicated.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

The History of Currency

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

Five Do's and Don'ts of Medical Debt

1 in 5 Americans say they struggle to keep up with their medical expenses – luckily, there may be more options than it seems.

How To Build Credit: Busting Common Myths

When it comes to building credit, conflicting information is everywhere. We bust some of the most common credit myths.

What To Consider Before Accepting an NIL Deal

NIL money can bring new opportunities, responsibilities and questions. Here’s how to approach them thoughtfully.

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Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

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Surprise! You’ve Got Money!

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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?