Money | Tall Oaks Advisors

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 Power of Compound Interest

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

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Saving for College 101

Here's a crash course on saving for college.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

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?

Building a Solid Financial Foundation

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

Countering Counterfeit Currency

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

Personal Finance Calendar

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

U.S. Personal Savings Rate

What can be learned from the savings rate?

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

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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.

How Cash Apps Work

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

Surprise! You’ve Got Money!

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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Articles

The Big Pause

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

Glossary of Scam Terms

A helpful glossary of current scams.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

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Videos

How Cash Apps Work

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

The Power of Compound Interest

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

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.

Surprise! You’ve Got Money!

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

View all videos