Money | CB Wealth 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.

How Cash Apps Work

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

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Personal Finance Calendar

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

The Power of Compound Interest

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

The Average American Budget

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

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Financially Savvy at Six Figures

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

Personal Finance Calendar

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

What Will You Do With Your Bonus or Windfall?

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

Should I Accept a Free Credit Lock?

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

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Historical Inflation

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

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.

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