Jeff Robin, CFP®
8568 Goodwood Boulevard
Baton Rouge, LA 70806
(225) 960-2290

 

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.

 
 
 
Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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

Personal Finance Calendar

Personal Finance Calendar

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

Once Upon a Goal

Once Upon a Goal

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

 

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Countering Counterfeit Currency

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

View all articles arrow

What Is My Current Cash Flow?

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

Paying Off a Credit Card

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

Historical Inflation

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

View all calculators arrow

Your Cash Flow Statement

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

View all presentations arrow

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?

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.

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.

View all videos arrow