Rick Bloom, CFP®, RICP®

(914) 288-8929

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.

 
 
The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

8 Financial Lessons from the Big (and Little) Screen

8 Financial Lessons from the Big (and Little) Screen

Financial lessons from movies and TV.

Once Upon a Goal

Once Upon a Goal

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

 

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