Money | The Gervais 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 Power of Compound Interest

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

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Saving for College 101

Here's a crash course on saving for college.

'Til Debt Do Us Part

When it comes to combining finances, you may have more options than you think. Consider these relationship-saving strategies.

Once Upon a Goal

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

Four Ways To Use Leftover 529 Money

What to do with a 529 education savings plan when there’s no college left to spend it on.

Give the Gift of Stock

Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.

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.

The Benefits of Consolidating Accounts

More than creating convenience, consolidating accounts can help you mitigate taxes, better manage your cash flow and more.

Budget Check Up: Tax Time Is the Right Time

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

Should I Accept a Free Credit Lock?

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

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Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

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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.

Once Upon a Goal

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

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.

The Power of Compound Interest

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

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Articles

A Survival Guide for Small Business

You took on a pandemic, you dealt with inflation, and now, you’re faced with the challenge of adjusting to our ‘new normal.’

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Five Do's and Don'ts of Medical Debt

1 in 5 Americans say they struggle to keep up with their medical expenses – luckily, there may be more options than it seems.

A Budget You Can Live With

A realistic budget can be step one in achieving your financial goals – use these tips to efficiently allocate your money.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

What to Expect (Financially) When You’re Expecting

You may have bought a crib, car seat, diapers… but have you revisited your financial plan?

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Calculators

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

View all calculators
Videos

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.

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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Saving for College 101

Here's a crash course on saving for college.

View all videos