Money | Premier Planning Partners

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

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

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Surprise! You’ve Got Money!

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

Pay Yourself First

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Making a Charitable Contribution

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

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

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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

Check out this video to begin separating fact from fiction.

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.

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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Articles

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Pay Yourself First

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

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

How to Read Your Credit Report

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

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Videos

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.

Saving for College 101

Here's a crash course on saving for college.

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.

View all videos