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Robert L. Chess CFP, CFS, RFP
bob@estatesolutionplanners.com

Marlo Machalinski
marlo@estatesolutionplanners.com

Sandra "Sam" Jordan
sam@estatesolutionplanners.com


(814) 864-0984 / (888) 686-0984

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.

 
 
 
Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

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

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

 

Budget Check Up: Tax Time Is the Right Time

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

U.S. Personal Savings Rate

What can be learned from the savings rate?

The Five Basics of Financial Literacy

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

The Lowdown on Those Free Credit Scores

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

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

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.

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Your Cash Flow Statement

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

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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 Latte Lie and Other Myths

Do you know these three personal finance sayings?

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.

Surprise! You’ve Got Money!

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

Once Upon a Goal

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

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