Money | Heron's Point Wealth Partners

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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How Cash Apps Work

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

What Will You Do With Your Bonus or Windfall?

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

Saving for College 101

Here's a crash course on saving for college.

Personal Finance Calendar

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

The Big Pause

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

Making a Charitable Contribution

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

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.

Understanding Money Market Funds

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

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

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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.