Money | Sun Step Financial

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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The Power of Compound Interest

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

Glossary of Scam Terms

A helpful glossary of current scams.

The Cost of Procrastination

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

U.S. Personal Savings Rate

What can be learned from the savings rate?

Making a Charitable Contribution

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

The Lowdown on Those Free Credit Scores

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

Financially Savvy at Six Figures

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

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Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

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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.