8100 Penn Avenue South
Suite 175
Bloomington, MN 55431

Jim Mertz

(952) 831-5660

 

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.

 
 
 
Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

 

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The Five Basics of Financial Literacy

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

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

What to Look for in Personal Finance Apps

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

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Doubling Your Money

This calculator demonstrates the power of compound interest.

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.

What Is My Current Cash Flow?

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

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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 Power of Compound Interest

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

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Cost of Procrastination

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

Once Upon a Goal

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

Surprise! You’ve Got Money!

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

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