Money | Central Coast Wealth Management

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.

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?

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The Power of Compound Interest

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

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Saving for College 101

Here's a crash course on saving for college.

Understanding the Basics of ESG Investing

Find out how to align your money with your personal values with this helpful introduction to sustainable investing.

The Psychology of Money: Why People Make Emotional Decisions

Learn how to better understand how emotions affect money decisions and learn simple ways to respond more intentionally.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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.

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?

Surprise! You’ve Got Money!

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

Once Upon a Goal

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

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Articles

Countering Counterfeit Currency

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

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

How to Read Your Credit Report

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

Making a Charitable Contribution

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

Your Midyear Financial Checklist

Use this framework to review your finances, and stay aligned with your goals for the rest of the year.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

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Videos

Surprise! You’ve Got Money!

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

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 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?

Once Upon a Goal

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

Saving for College 101

Here's a crash course on saving for college.

View all videos