Money | Montgomery Grunwald Group

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.

Building a Solid Financial Foundation

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

Saving for College 101

Here's a crash course on saving for college.

Debt: Not Necessarily a Four-Letter Word

Debt can be an important tool to creating the future you want – if you manage it wisely.

The Five Basics of Financial Literacy

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

Teaching Kids to Be Fiscally Fit

At every stage of your family’s lifetime, there are money lessons to be learned

'Til Debt Do Us Part

When it comes to combining finances, you may have more options than you think. Consider these relationship-saving strategies.

Equity Compensation: Beyond Benefits

With the right planning, your equity compensation can be a cornerstone of your financial future.

Is College Right for You?

For some, going from high school graduation to college makes a lot of sense. It might not be the best path for everyone.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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.

Saving for College 101

Here's a crash course on saving for college.

Once Upon a Goal

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

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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Articles

Managing Money as a Couple

Keys to preparing to grow wealthy together.

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

Should I Accept a Free Credit Lock?

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

Five Do's and Don'ts of Medical Debt

1 in 5 Americans say they struggle to keep up with their medical expenses – luckily, there may be more options than it seems.

Building an Emergency Fund: Your Financial Safety Net

Relying on credit cards in a crisis could be costly. The smarter choice? Start building your personal emergency fund.

What to Expect (Financially) When You’re Expecting

You may have bought a crib, car seat, diapers… but have you revisited your financial plan?

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Videos

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 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.

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.

The Power of Compound Interest

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

View all videos