Money | Brent G. Ulreich

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 Power of Compound Interest

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

Have A Question About This Topic?

Surprise! You’ve Got Money!

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

Give the Gift of Stock

Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

8 Tips for Managing Sudden Wealth

With great wealth comes great responsibility. Here’s how to make smart, confident decisions with newfound money.

You Deserve a Plan for Your Wealth

It’s not just for retirement – discover how everyone can benefit from a plan for their wealth.

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.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Should I Accept a Free Credit Lock?

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

Buying or Selling a House in a Seller's Market

With house prices soaring, these tips can help you get the home you want without sacrificing your future.

View all articles

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.

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?

Once Upon a Goal

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

View all videos

Articles

A Comprehensive Guide to Charitable Giving Strategies

From assets and timing to strategies and structures, this guide breaks down the key elements of charitable giving.

A Quick Guide to Business Valuations

Why you might benefit from a business valuation, when to get it, and other common questions.

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 Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

What to Expect from a Second Opinion Meeting

When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

View all articles
Videos

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.

The Cost of Procrastination

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

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?

View all videos