Money | The Gaffaney Otte 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.

Have A Question About This Topic?

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?

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Saving for College 101

Here's a crash course on saving for college.

Should I Accept a Free Credit Lock?

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

Pay Yourself First

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

5 Ways To Sell or Transfer Your Business

Why succession plans are key for preparing to sell or transfer ownership of your business – and five ways you can do so.

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.

Teaching Kids to Be Fiscally Fit

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

Building a Solid Financial Foundation

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

View all articles

Saving for College 101

Here's a crash course on saving for college.

Surprise! You’ve Got Money!

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

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.

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?

View all videos

Articles

The Lowdown on Those Free Credit Scores

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

Wealth Management Is a Family Affair

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

Should You Buy or Lease Your Next Car?

Before choosing your next car, make sure you can answer these questions related to finances, driving frequency and more.

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.

How Does Equity Compensation Fit Into Your Financial Plan?

It can be tempting to put your equity benefits on autopilot, but factoring them into your long-term financial plan is vital.

The Five Basics of Financial Literacy

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

View all articles
Videos

The Power of Compound Interest

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

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.

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.

View all videos