Money | Shepherd Financial Advisors

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 Cost of Procrastination

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

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Surprise! You’ve Got Money!

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

Pay Yourself First

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

Once Upon a Goal

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

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

The Lowdown on Those Free Credit Scores

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

Making a Charitable Contribution

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

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

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Surprise! You’ve Got Money!

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

How Cash Apps Work

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Power of Compound Interest

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

Saving for College 101

Here's a crash course on saving for college.

Once Upon a Goal

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

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Articles

The Big Pause

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

Building a Solid Financial Foundation

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

Financially Savvy at Six Figures

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

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Videos

How Cash Apps Work

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

Saving for College 101

Here's a crash course on saving for college.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Cost of Procrastination

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

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?

Surprise! You’ve Got Money!

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

View all videos