Money

Money Doesn’t Come Without Guidence ...

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.

Featured Video

503 largethumb b 1

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View More

Featured Presentation

087 largethumb b

Your Cash Flow Statement

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

View More

    Have A Question About This Topic?






    311 largethumb b

    Surprise! You’ve Got Money!

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

    137 largethumb b

    U.S. Personal Savings Rate

    What can be learned from the savings rate?

    506 largethumb b 1

    Saving for College 101

    Here’s a crash course on saving for college.

    Our business is built on a foundation of thoughtful client relationships.

    SET AN APPOINTMENT

    Check the background of your financial professional on FINRA's BrokerCheck.

    The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

    Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 

    This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site,visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com.

    Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

    Business Continuity | Important Disclosures