Money | Velocity Wealth Management, LLC

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.

Once Upon a Goal

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

Have A Question About This Topic?

The Power of Compound Interest

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Saving for College 101

Here's a crash course on saving for college.

7 tips to help you make a budget you’ll follow

Effective budgeting will empower you to make responsible financial decisions without sacrificing your emotional well-being

Talking to your kids about money

Here are some practical tips for teaching your kids how to build a confident financial future

Are you and your partner trapped by the money taboo?

Not talking about money can cause serious problems in a relationship. With the right tools, you can overcome the money taboo

U.S. Personal Savings Rate

What can be learned from the savings rate?

Overlooked ways to add diversity to your portfolio

A diverse portfolio can be more than stocks and bonds.

Unexpected costs to plan for when you're adopting

Adopting a child can be a joyful, but it can also bring financial challenges. These tips can help you cope with the costs.

View all articles

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.

Once Upon a Goal

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

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?

The Cost of Procrastination

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

View all videos

Articles

Is financial stress undermining your well-being?

If you’re feeling anxious and emotionally overwhelmed, financial stress could be impacting your wellness

Pay it forward: Financial wellness for employees

When employees are stressed about money, they are distracted and less productive. Business owners can help.

Why financial planning should be a family affair

Financial planning with your whole family can allow you to create, manage, and transfer wealth to benefit everyone

How to hit reset on your spending

Temporarily cutting back on spending can help assess where you’re overspending.

Managing your finances when starting a new career

If you’re starting your career, the right advice and a few smart moves can help you shape a future you can feel good about

8 behaviors that help boost financial confidence

These eight strategies can help you confidently decrease your financial stress and boost your well-being

View all articles
Videos

The Cost of Procrastination

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

Saving for College 101

Here's a crash course on saving for college.

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.

The Power of Compound Interest

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

View all videos