Money | Summerfield Wealth Advisors

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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The Cost of Procrastination

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

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Pay Yourself First

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

Mortgages in Retirement

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

The Five Basics of Financial Literacy

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

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.

Building a Solid Financial Foundation

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

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Saving for College 101

Here's a crash course on saving for college.

How Cash Apps Work

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

Once Upon a Goal

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