26777 Lorain Road
Suite 613
North Olmsted, OH 44070

R. Scott Welsh, CPA, MBA

(440) 734-4272

 

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.

 
 
 
Keeping Up with the Joneses

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

Building a Solid Financial Foundation

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

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

 

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Personal Finance Calendar

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

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

The Lowdown on Those Free Credit Scores

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

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What Is My Current Cash Flow?

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

Historical Inflation

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

Paying Off a Credit Card

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

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Your Cash Flow Statement

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

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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.

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.

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