801 West Bay Drive Suite 707 Largo, FL 33770

(727) 210-7795
marc.delia@premierplanninginc.com
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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.

Keeping Up with the Joneses
Featured Video

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?

Your Cash Flow Statement
Featured Presentation

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Cost of Procrastination

The Cost of Procrastination

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

The Average American Budget

The Average American Budget

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

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

  • Articles
  • Calculators
  • Presentations
  • Videos

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

A Penny Saved is Two Pennies Earned

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

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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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.

View all calculators

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations

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.

Once Upon a Goal

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

Saving for College 101

Here’s a crash course on saving for college.

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.

View all videos

  • Articles

    The History of Currency

    Currency has been around for a long time. Here’s a quick history lesson.

    How Big is Money?

    Learn a little about worldwide currency in this fun infographic

    Your Emergency Fund: How Much Is Enough?

    Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

    Building a Solid Financial Foundation

    Sustain financial well-being or create wealth through these actions.

    Year-End Charitable Gifting and You

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

    The Half Million Dollar Baby

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

    View all articles

  • Calculators

    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.

    Historical Inflation

    This calculator shows how inflation over the years has impacted purchasing power.

    View all calculators

  • Presentations

    Your Cash Flow Statement

    A presentation about managing money: using it, saving it, and even getting credit.

    View all presentations

  • Videos

    Surprise! You’ve Got Money!

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

    The Cost of Procrastination

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

    The Power of Compound Interest

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

    Saving for College 101

    Here’s a crash course on saving for college.

    The Latte Lie and Other Myths

    Check out this video to begin separating fact from fiction.

    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

Contact

Office: (727) 210-7795

Fax: (727) 245-6900

801 West Bay Drive

Suite 707

Largo, FL 33770

Send an Email

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