Joseph Sullivan, CFS

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.

 
 
How Cash Apps Work

How Cash Apps Work

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

The Big Pause

The Big Pause

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

The Power of Compound Interest

The Power of Compound Interest

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

 

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

Understanding Money Market Funds

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

Year-End Charitable Gifting and You

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

The Big Pause

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

Managing Money as a Couple

Keys to preparing to grow wealthy together.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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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.

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.

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?

Surprise! You’ve Got Money!

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

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