Money | White Oak Financial Specialists

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.

Surprise! You’ve Got Money!

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

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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.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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?

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Pay Yourself First

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

The Psychology of Money: Why People Make Emotional Decisions

Learn how to better understand how emotions affect money decisions and learn simple ways to respond more intentionally.

How to Choose Between Buying and Leasing a Car

Weigh the pros and cons of leasing versus buying a vehicle based on your driving habits, financial goals, and the car market.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

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Once Upon a Goal

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

The Power of Compound Interest

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.