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Cash Flow & Spending

Home » Cash Flow & Spending
 Make the Most of Your Cash
By Dana Carney
In Cash Flow & Spending, Investments, News
Posted March 9, 2023

Make the Most of Your Cash

Is your cash working for you or is it working for your bank? In the past several years, investors have not needed to worry about what their cash was earning at a bank (or rather not earning). All [...]

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 Buying Versus Leasing a Car
By Rob Simon
In Cash Flow & Spending, News
Posted January 19, 2022

Buying Versus Leasing a Car

Buying versus leasing a car is something that everyone has to deal with. Neither leasing nor buying has a clear advantage over the other, which makes this a somewhat difficult topic to discuss [...]

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 Mid-Year Is A Good Time For a Financial Checkup
By Stephen Kyle
In Cash Flow & Spending, Estate, Insurance, Investments, News, Retirement, Taxes
Posted July 29, 2021

Mid-Year Is A Good Time For a Financial Checkup

Unbelievably, we are more than halfway through 2021! As life emerges from the pandemic to a “new normal,” (and we are not sure like everyone else on what the “new normal” will be), a [...]

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 New Year’s Financial Checklist for 2019
By Stephen Kyle
In Cash Flow & Spending, Credit & Debt, Estate, Insurance, Investments, News, Retirement
Posted January 9, 2019

New Year’s Financial Checklist for 2019

Happy New Year! At the start of 2019, if you are like many individuals, you may have made a New Year’s resolution list. To help you on your financial journey, you will find below a financial [...]

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 Using Home Equity for Down Payment on a Second Home
By Stephen Kyle
In Cash Flow & Spending, Credit & Debt, News
Posted November 15, 2018

Using Home Equity for Down Payment on a Second Home

We have included below a recent article from Lending Tree on using home equity to purchase a second home. We have helped a number of clients think through the advantages and disadvantages of a [...]

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 The Impact of Inflation
By Stephen Kyle
In Cash Flow & Spending, Investments, News
Posted July 24, 2018

The Impact of Inflation

When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called [...]

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 Managing Your Cash Flow This Holiday Season
By Stephen Kyle
In Cash Flow & Spending, News
Posted December 11, 2017

Managing Your Cash Flow This Holiday Season

For many Americans, the holiday season is one of the happiest times of the year and for good reason. There’s nothing better than spending time with loved ones, eating good food, listening to Bing [...]

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 Student Loan Forgiveness
By Stephen Kyle
In Cash Flow & Spending, Education, News
Posted December 1, 2016

Student Loan Forgiveness

In our September 2016 blog post, we highlighted the various options for funding college education, including student loans. If you have already graduated from college and have outstanding student [...]

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