Rutledge Financial Partners - Matthews, NC

1013 Chestnut Lane, Matthews, NC 28104

 

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

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?

Financially Savvy at Six Figures

Financially Savvy at Six Figures

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

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

 

Building a Solid Financial Foundation

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Pay Yourself First

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

U.S. Personal Savings Rate

What can be learned from the savings rate?

Personal Finance Calendar

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

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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.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Your Cash Flow Statement

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

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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.

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?

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.

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