Money | TriWealth Partners

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.

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?

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Surprise! You’ve Got Money!

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

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

The Power of Compound Interest

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

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

Pay Yourself First

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

Glossary of Scam Terms

A helpful glossary of current scams.

The Big Pause

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

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.

Should I Accept a Free Credit Lock?

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

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Once Upon a Goal

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

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?

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.

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.

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Articles

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

What to Look for in Personal Finance Apps

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Building a Solid Financial Foundation

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

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Should I Accept a Free Credit Lock?

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

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Videos

The Power of Compound Interest

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

Surprise! You’ve Got Money!

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

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.

Once Upon a Goal

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

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?

View all videos