Grand Rapids Office

625 Kenmoor Avenue SE Suite 209
Grand Rapids, MI 49546

Muskegon Office

380 W Western Ave Suite 250
Muskegon, MI 49440

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!
Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

Five ways Millennials are disrupting home ownership

Five ways Millennials are disrupting home ownership

Millennial homeownership is happening, it’s just different than what we have seen before.

No Cash, No Checks, No Problem

No Cash, No Checks, No Problem

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

Third Quarter Market Review

The third quarter was full of ups and downs for stocks, much like the second quarter.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Budgeting After a Divorce

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

What you need to know about side hustles

Do you have a side job – interior design, freelance writing, or even babysitting – that you’d like to turn into a career?

Data Breaches: Tips for Protecting Your Identity and Money

Data breaches are becoming more and more common. Here’s how you can protect your personal information from attack.

Budget Check Up: Tax Time Is the Right Time

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

View all articles

Historical Inflation

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

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.

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

Once Upon a Goal

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

Surprise! You’ve Got Money!

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

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?

No Cash, No Checks, No Problem

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

The Cost of Procrastination

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

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