Tahoe Rim Wealth Advisors

Joanna Moran, CFP®

481 Eagle Station Lane

Carson City, NV 89701

(775) 225-9588

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.

 
 
 
Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

 

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

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.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Saving for College 101

Here’s a crash course on saving for college.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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.

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.

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