Money | Keith Epstein, CFP®

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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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The Half Million Dollar Baby

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5 Strategies for Paying Off Credit Card Debt

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Once Upon a Goal

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Saving for College 101

Here's a crash course on saving for college.

The Power of Compound Interest

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