Edward J. Cole, CFP®
Cole Financial Advisors, Inc.
3355 North University Avenue, Suite 150
Provo, Utah 84604
(801) 374-6393
colee@colefinancialadvisors.com

 

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.

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

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Peer-to-peer payment apps are one of the newest ways to send money.

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Once Upon a Goal

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

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