Money | Roeser 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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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The Power of Compound Interest

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

Personal Finance Calendar

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

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Year-End Financial Moves to Maximize Your Momentum

Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Countering Counterfeit Currency

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

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Lifetime of Earnings

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

Credit Card Payoff

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

Historical Inflation

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

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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.

The Cost of Procrastination

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