Tulsa Office

7335 South Lewis Ave

Suite 306
Tulsa, OK 74136

Mesa Office

2929 North Power Road Suite 101

Mesa, AZ 85215

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.

Have A Question About This Topic?

Thank you! Oops!
The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Password Protection Strategies

Password Protection Strategies

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

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Your Emergency Fund: How Much Is Enough?

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

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

View all articles

Paying Off a Credit Card

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

What Is My Current Cash Flow?

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

Historical Inflation

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators

Your Cash Flow Statement

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

View all presentations

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Once Upon a Goal

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

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.

Surprise! You’ve Got Money!

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

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

View all videos