1584 Francois Court
Oviedo, FL 32765

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Christopher A. Roberts CFP®, AIF®

(407) 678-4055

 

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.

 
 
The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Big Pause

The Big Pause

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

Keeping Up with the Joneses

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?

 

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.

Budget Check Up: Tax Time Is the Right Time

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

Personal Finance Calendar

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

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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Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

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Surprise! You’ve Got Money!

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

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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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.

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