Money | Ever Gonzalez, CLU®,CFP®, RICP®, WMCP®

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.

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

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Saving for College 101

Here’s a crash course on saving for college.

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

The Power of Compound Interest

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

Money Matters: Why it Pays to be Financially Responsible

Responsible money management is often a foreign concept to teens that is complicated and confusing. Yet, if they learn how to save and be financially responsible early, they can protect themselves in the future.

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

5 Tips to Prep for a Possible Recession

No one knows when the next recession will hit, but there are things you can do to prepare for it

Toddlers to Teens: The Lesson of Money

Money is a central part of everyday life as an adult. We spend time most days earning it, we need it for survival, and we want it for fun and entertainment.

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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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The Cost of Procrastination

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

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?