Money | HeritagePoint Financial Group

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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Surprise! You’ve Got Money!

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

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?

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

The Lowdown on Those Free Credit Scores

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

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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.

How Cash Apps Work

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