Money | Oakstone 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.

Surprise! You’ve Got Money!

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

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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.

Glossary of Scam Terms

A helpful glossary of current scams.

Saving for College 101

Here's a crash course on saving for college.

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.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Countering Counterfeit Currency

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

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Weighing the Benefits of Prepaid Debit Cards

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

The History of Currency

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

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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.

The Power of Compound Interest

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

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.

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

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Making a Charitable Contribution

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

How to Read Your Credit Report

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

Building a Solid Financial Foundation

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

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

The Lowdown on Those Free Credit Scores

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

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Videos

The Power of Compound Interest

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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.

How Cash Apps Work

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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