Money | Jose Segura

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.

Saving for College 101

Here's a crash course on saving for college.

Have A Question About This Topic?

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?

Smart wedding registry ideas for couples

The registry can provide new experiences–and savings. Here is how.

Once Upon a Goal

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

Smart wedding registry ideas for couples

The registry can provide new experiences–and savings. Here is how.

Managing grief with financial preparedness

A financial professional can help you manage the anxiety that comes with the financial aspects of losing a loved one.

5 ways to spend money on your happiness

Building proactive, sustainable financial habits can help increase a person's well-being no matter what their salary

5 tips to ease financial stress

Financial stress is not limited to those living below the poverty line. It's a real issue for many.

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

What does a healthy relationship with money look like?

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

View all articles

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.

Saving for College 101

Here's a crash course on saving for college.

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?

The Power of Compound Interest

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

View all videos

Articles

Review and refine your buy-sell agreement

A professional buy-sell agreement review with customized recommendations.

5 Ways single parents can improve their finances

Learn 5 steps to take to improve your finances and overall well-being as a single parent.

Smart money moves for families

Life with children is a rollercoaster ride. A sound financial strategy can help put your nerves at ease.

Financial strategies for the sandwich generation

Planning ahead can help members of the sandwich generation enjoy time with aging parents while protecting retirement goals.

5 tips to ease financial stress

Financial stress is not limited to those living below the poverty line. It's a real issue for many.

How to make the most of a pay raise

There are a lot of things you can do with a pay raise, but how you spend this money can impact your financial health. 

View all articles
Videos

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?

The Power of Compound Interest

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

Saving for College 101

Here's a crash course on saving for college.

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.

View all videos