Bradly Stevens MBA, LUTCF®, CLU®, ChFC®, WMCP®, CEPA™, CLTC®

(909) 307-4945

Money

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.

 

Related Content

The Cost of Procrastination

The Cost of Procrastination

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

5 Financial checklist items to finish before year end

5 Financial checklist items to finish before year end

Learn what items to check off your financial to do list before the end of the year and why

Once Upon a Goal

Once Upon a Goal

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

 

How new workers can build financial independence

The key to a successful career launch is to begin with a solid financial foundation.

5 Financial checklist items to finish before year end

Learn what items to check off your financial to do list before the end of the year and why

Credit Card Debt

We share tips to manage high-interest credit

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Creating financial wellness with what you’ve got right now

Did 2020 shake your financial confidence? You’re not alone.

How to gift yourself a debt-free holiday

Here are some tips for having a jolly and debt-free gift-giving season.

View all articles arrow

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

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.

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?

Saving for College 101

Here’s a crash course on saving for college.

The Power of Compound Interest

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

View all videos arrow