Money | Close Reach Financial Planning

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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How Cash Apps Work

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

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

The Power of Compound Interest

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

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Personal Finance Calendar

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

Understanding Money Market Funds

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

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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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?

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.