Money | Gray Coulton

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.

The Smart Way to Pay Off Student Loans

When it comes to paying off your student loan debt, you may have more options than you realize.

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?

Wealth Management Is a Family Affair

5 Strategies on how to talk with your family about wealth and your legacy.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Teaching Kids to Be Fiscally Fit

At every stage of your family’s lifetime, there are money lessons to be learned

'Til Debt Do Us Part

When it comes to combining finances, you may have more options than you think. Consider these relationship-saving strategies.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

A Comprehensive Guide to Charitable Giving Strategies

From assets and timing to strategies and structures, this guide breaks down the key elements of charitable giving.

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Once Upon a Goal

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

Saving for College 101

Here's a crash course on saving for college.

The Power of Compound Interest

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

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?

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.

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Articles

Equity Compensation: Beyond Benefits

With the right planning, your equity compensation can be a cornerstone of your financial future.

Four Ways To Use Leftover 529 Money

What to do with a 529 education savings plan when there’s no college left to spend it on.

A Big Decision for Small Businesses

It’s critical you identify the right retirement plan for your business.

When Is the Right Time To Refinance Your Mortgage?

Interest rates matter when refinancing your mortgage—but they aren’t the only factor to consider.

Is College Right for You?

For some, going from high school graduation to college makes a lot of sense. It might not be the best path for everyone.

A Survival Guide for Small Business

You took on a pandemic, you dealt with inflation, and now, you’re faced with the challenge of adjusting to our ‘new normal.’

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Videos

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.

The Cost of Procrastination

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

Surprise! You’ve Got Money!

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

View all videos