Money | FPA Wealth Management

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?

Saving for College 101

Here's a crash course on saving for college.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Data Thieves from Outer Space

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

View all articles

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Surprise! You’ve Got Money!

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

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?

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.

View all videos

Articles

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Personal Finance Calendar

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

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

Should I Accept a Free Credit Lock?

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

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

View all articles
Videos

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

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.

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?

View all videos