Orange Office

500 N State College Blvd

Suite 1100
Orange, CA 92868

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.

Have A Question About This Topic?

Thank you! Oops!
Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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

Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.

The Cost of Procrastination

The Cost of Procrastination

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

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

What to Look for in Personal Finance Apps

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

View all articles

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

View all calculators

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations

The Power of Compound Interest

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

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.

Once Upon a Goal

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

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.

View all videos