(937) 886-1442 Home About Us Resource Center Client Center Tools Contact 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. Featured Video No Cash, No Checks, No Problem Peer-to-peer payment apps are one of the newest ways to send money. Featured Presentation Your Cash Flow Statement A presentation about managing money: using it, saving it, and even getting credit. Have A Question About This Topic? Name Email Question The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Weighing the Benefits of Prepaid Debit Cards It's important to understand the pros and cons when considering a prepaid debit card. Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money. ARTICLES CALCULATORS PRESENTATIONS VIDEOS Password Protection Strategies Simple steps may help you foil hackers and protect your privacy. Pay Yourself First It sounds simple, but paying yourself first can really pay off. Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up. Mortgages in Retirement Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article. Making a Charitable Contribution There are benefits and limitations when you decide to donate stock. The Five Basics of Financial Literacy How literate are you when it comes to your finances? Brush up with these five basics. VIEW ALL ARTICLES Contact Kiplinger Wealth Advisors Office: (937) 886-1442 Fax: (937) 886-1664 325 N Main Street Suite 202 Springboro, OH 45066 brad@kipinvest.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Advisory services offered through Kiplinger Wealth Advisors. Securities offered through Securities America, Inc. Member FINRA/SIPC. Kiplinger Wealth Advisors and Securities America, Inc. are separate companies. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.