Money | ThreePoint Private Client 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.

Saving for College 101

Here's a crash course on saving for college.

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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?

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

The Cost of Procrastination

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

What does a healthy relationship with money look like?

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

Pay it forward: Financial wellness for employees

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

Overlooked ways to add diversity to your portfolio

A diverse portfolio can be more than stocks and bonds.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Why you should have an emergency fund

An emergency fund can help you pay for unexpected financial emergencies. And having one in place can help ease stress

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The Power of Compound Interest

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

Once Upon a Goal

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