Money | Trail Ridge Wealth Management

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.

Once Upon a Goal

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

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Saving for College 101

Here’s a crash course on saving for college.

Making a Charitable Contribution

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Year-End Charitable Gifting and You

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

Making a Charitable Contribution

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

The Average American Budget

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

The Half Million Dollar Baby

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

Personal Finance Calendar

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

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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.

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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.

Surprise! You’ve Got Money!

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

The Power of Compound Interest

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