Money | The Fields Tennant Group

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.

Surprise! You’ve Got Money!

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

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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?

You Deserve a Plan for Your Wealth

It’s not just for retirement – discover how everyone can benefit from a plan for their wealth.

Saving for College 101

Here's a crash course on saving for college.

The Smart Way to Pay Off Student Loans

When it comes to paying off your student loan debt, you may have more options than you realize.

Give the Gift of Stock

Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.

8 Tips for Managing Sudden Wealth

With great wealth comes great responsibility. Here’s how to make smart, confident decisions with newfound money.

The Benefits of Consolidating Accounts

More than creating convenience, consolidating accounts can help you mitigate taxes, better manage your cash flow and more.

7 Steps to Take When Tying the Knot

Marriage comes with lots of financial considerations. Here’s how to start off on the right foot when walking down the aisle.

Equity Compensation: Beyond Benefits

With the right planning, your equity compensation can be a cornerstone of your financial future.

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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 Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Once Upon a Goal

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