Whitman Financial Services, LLC - Wakefield, MA

 

Money

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 Power of Compound Interest

The Power of Compound Interest

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

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

The Cost of Procrastination

The Cost of Procrastination

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

 

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

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.

Pay Yourself First

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

Understanding Money Market Funds

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

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

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The Power of Compound Interest

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

Surprise! You’ve Got Money!

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

The Cost of Procrastination

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

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?

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.

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