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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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How Cash Apps Work

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

What Will You Do With Your Bonus or Windfall?

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

The Power of Compound Interest

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

Glossary of Scam Terms

A helpful glossary of current scams.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

The Many Ways to Measure Inflation

Different inflation indexes may tell different stories. Here's what that could mean for you.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

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.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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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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