Money | Raymond P. Scannell, JD, MBA, CFP®, CLU®, ChFC®

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!

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

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Once Upon a Goal

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

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Saving for College 101

Here's a crash course on saving for college.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

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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.

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?

Saving for College 101

Here's a crash course on saving for college.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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Articles

Glossary of Scam Terms

A helpful glossary of current scams.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

What to Look for in Personal Finance Apps

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

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

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Videos

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cost of Procrastination

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

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?

Once Upon a Goal

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

How Cash Apps Work

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos